Job Description

Assess Customer Needs

Insurance advisors routinely speak to customers to assess their needs and explain insurance policies. This helps advisors customize plans to suit a client’s requirements.

Process Policy Paperwork

Once an insurance policy has been accepted by an individual or a business, insurance advisors process the paperwork on their behalf to calculate premiums, enroll the customer onto the plan, and send out any contracts.

Utilize Marketing to Generate More Business

Insurance advisors benefit from referrals, newsletters, phone calls, and other forms of marketing that help generate more customers and increase conversion opportunities.

Contact Existing Customers

Insurance advisors contact existing policy holders to check that information is up to date and to verify policy renewal if it’s expiring. They may need to resell the product if the customer is not interested in renewing it by reinforcing the benefits and persuading the customer to purchase the insurance plan again.

File Reports

Insurance advisors often have targets to meet and are usually required to file reports to outline the number of policies they’ve processed on a weekly, monthly, or quarterly basis.



Insurance Advisor Skills and Qualifications
Insurance advisors are excellent verbal communicators with strong selling techniques and experience. They’re able to quickly assess a customer’s needs in order to provide them the right product or service. Typically, there are no formal requirements for this job, although employers may prefer applicants with previous sales experience as well as the following abilities:

Laws and regulation knowledge – this job requires a good knowledge of policies, regulations, and laws, so insurance advisors need to stay up to date with any changes to these areas
Communication skills – insurance advisors talk to clients every day, so they need strong verbal communication skills to assess what they’re looking for and to explain complex insurance concepts simply
Analytical mindset – insurance advisors quickly assess a client’s needs and find a product that meets their specifications, so applicants for this job need good analytical skills
Customer service – because they spend so much time working with customers and clients, insurance advisors need great customer service skills and the ability to sell products in a professional and persuasive way
Interpersonal skills – a main aspect of this job is making customers feel comfortable, so interpersonal skills are vital to establish trust and professionally respond to any questions or concerns that may arise

Required Knowledge, Skills, and Abilities

• insurance
• insurance advisors

Education + Experience

• Qualification: Bachelor's degree