Stonebraker McQuary Insurance · 8 hours ago
Personal Risk Insurance Advisor
Stonebraker McQuary Insurance is a trusted insurance agency serving the Inland Northwest since 1923. They are seeking a Personal Risk Insurance Advisor to provide personalized advice on insurance policies, assess client needs, and develop tailored risk management strategies while ensuring excellent customer service.
Commercial InsuranceConsultingFinancial ServicesInsurance
Responsibilities
Provide personalized advice on insurance policies
Assess client needs
Develop tailored risk management strategies
Assist clients with coverage decisions
Ensure excellent customer service
Maintain client relationships
Stay informed on relevant industry trends and regulations
Qualification
Required
Strong knowledge and expertise in Insurance, Finance, and Consulting
Proficiency in Customer Service and the ability to build rapport with clients
Excellent Communication skills, including listening, explaining complex concepts, and providing clear recommendations
Ability to work collaboratively with teams and manage multiple tasks effectively
Licensing or willingness to obtain relevant insurance certifications
A commitment to providing personalized and ethical service to clients
Preferred
Previous experience in the insurance or financial services industry is a plus
Company
Stonebraker McQuary Insurance
Stonebraker McQuary Insurance offers agriculture, personal, business, pasture, and forage insurance services.
Funding
Current Stage
Growth StageCompany data provided by crunchbase