Personal Risk Insurance Advisor jobs in United States
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Stonebraker McQuary Insurance · 18 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

Insurance expertiseFinance knowledgeConsulting skillsCustomer ServiceCommunication skillsTeam collaborationInsurance certificationsEthical service

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

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Stonebraker McQuary Insurance offers agriculture, personal, business, pasture, and forage insurance services.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase