Insurance Advisor

Insurance Customer Service Representative

Position Overview: As an Insurance Advisor/Consultant, candidate will play a pivotal role in
providing expert insurance guidance and solutions to US clients for their commercial, Home &
Auto Insurance requirement, helping them make informed decisions to protect their assets and
manage risks. Candidate’s primary responsibility will be to assess clients' insurance needs,
recommend appropriate policies from the various US insurance carriers, and provide ongoing
support to ensure their coverage remains up-to-date and relevant.
Key Responsibilities:
• The Commercial Lines Property and Casualty Insurance Customer Service Representative
is responsible for maintaining solid customer relationships by handling inquiries and
concerns with speed and professionalism through daily interaction with customers,
insurance carriers, and fellow employees
• Provide service to existing clients related to updating policies, providing quotes, creating
certificates, taking payments, answering questions, and providing documentation when
requested
• Answer customer calls and correspondence regarding new or existing insurance policies
and help service claims
• Work with new clients or support a producer or account manager in an effort to
understand a prospect's needs, gather necessary data, research policy options, finalize
and bind new coverage and cancel old policies
• Support a producer or account manager to review existing policies, review liability limits
and exposures, explore other coverage needs, evaluate replacement costs, and bind
renewals
• Resolve product or service issues by clarifying the customer's concern, determining the
cause of the issue, selecting and explaining the best solution to solve the issue,
expediting correction or adjustment, and following up to ensure resolution
• Collaborate with underwriters to expedite policy approvals and address any concerns or
inquiries.
• Review audits or policies; verify accuracy and facilitate corrections between client and
carrier
• Maintain records of customer interactions and transactions, recording details of
inquiries, comments, and actions taken in the agency management system
• Collaborate with team members, mentor staff, and producers on a daily basis

Qualifications:
• B.Com/M.com/BBA/MBA with Finance or Marketing Specialization.
• Minimum 3 Years proven experience in insurance sales, financial advisory, or related
roles.
• Demonstrate strong knowledge of insurance products and usages

• Demonstrate strong customer focus and an excellent phone manner; display strong
written and verbal communication skills as well as excellent math and reading skills to
perform calculations

• Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-
up skills, and the ability to handle difficult situations with customers and solve complex

problems without direct supervision
• Have excellent time management skills with a personal accountability mindset as well as
technology and computer proficiency, including agency management systems, rating
tools, and carrier website navigation
• Strong adaptability to grab the knowledge of various insurance products, policies, and
industry trends in US market.
• Possess a team-oriented mindset with exceptional organizational skills and is capable of
handling a high-volume workload.
• Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
• Good written and verbal communication skills and the ability to communicate with both
clients and agency personnel; ability to listen, clarify and respond well to questions
• Analytical mindset to assess clients' needs and recommend suitable solutions.
• Proficiency in using insurance industry related software/Office Tools.