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Harbin Insurance · 2 months ago

Risk Advisor: Personal Lines

Tyrone, GA

Full-time

Onsite

Mid Level

3+ years exp

Harbin Insurance is a local, family-owned independent insurance agency seeking a Personal Lines Risk Advisor. The role involves building relationships with clients to offer tailored insurance solutions, developing sales strategies, and collaborating with team members to service current clients.

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Responsibilities

Builds strong relationships with potential and existing clients to identify and meet their insurance needs

Promotes teamwork by maintaining a positive and respectful attitude with colleagues

Collaborates with underwriters and other internal teams to ensure client satisfaction and timely policy issuance

Demonstrates strong communication skills through effective verbal and/or written exchanges, active listening and respectful response

Maintains accurate records of customer interactions & sales activity through the Agency’s CRM system

Maintains confidentiality of all information related to clients, employees, carriers, or as appropriate, other information

Strives to increase knowledge and/or enhance skills through continuing education by attending industry events, conferences, trade shows, etc as well as participating in regular sales training & other professional development activities