Plante Moran · 4 months ago
2026 Insurance Agency Advisor Entry Level
Southfield
Full-time
Onsite
New Grad, Entry Level
$6,667/mo - $6,667/moPlante Moran is a trusted advisor in the financial services sector, providing comprehensive solutions to individuals, families, and nonprofits. The Insurance Agency Advisor role involves conducting detailed analyses of insurance coverage, consulting with clients and their advisors, and managing multiple client relationships to ensure their needs are met.
AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
No H1B
Responsibilities
Conduct detailed analysis of existing and proposed life insurance and annuity coverage
Review related documents and correspond/consult with clients’ other advisors to determine feasibility of products to meet client’s needs
Review industry publications and monitor pending legislation and regulations to determine impact of new developments on client’s insurance products
Answer requests by mail, telephone, or in person from clients, policyholders, beneficiaries, or others for information concerning insurance
Prepare presentation material for the team to present new concepts to potential clients
Begin to develop personal relationships with third parties associated with the client (e.g., banker, attorney, vendor, etc.) to facilitate referrals
Interact with other practice areas including but not limited to audit, tax, and other management consulting service groups
Manage multiple projects; deal fluidly and effectively with multiple client relationships
Ensure that appropriate technical reviews occur on projects in a timely and effective manner
Qualification
Required
Detail-oriented leader with strong analytical and communication (written and verbal) skills
Bachelor's degree in finance, economics, accounting or related field
Academic success (a minimum cumulative GPA of 3.0)
Preferred
Internship experience within the insurance, financial, estate planning or investment management industry is preferred
Benefits
Health, dental, vision, disability and life insurance
Flexible Time Off
401(k) plan
Flexible benefits plans
Business-related travel expense, lodging and meal reimbursement for business-related use
Pension plan
Discretionary bonus plan
Company
Plante Moran
Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services.
Founded in 1924
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Gordon Krater
Retired Partner
S
Steve Schenbeck
Partner
Recent News
2025-10-21
Company data provided by crunchbase