Insurance Advisor Specialist
6 days ago
We are seeking a highly skilled Insurance Coordinator to join our team at Unique Wealth Strategies. In this role, you will be responsible for providing expert advice and guidance on insurance products and related investments.
Key Responsibilities:- Coordinate with clients and stakeholders to understand their insurance needs and provide tailored solutions.
- Analyze clients' existing insurance policies to identify gaps in coverage and make recommendations for improvement.
- Maintain up-to-date knowledge on the country's insurance policies and regulations, as well as market trends and new insurance products.
- Assist clients in the claims process, ensuring they understand their rights and options.
- Build and maintain relationships with insurance providers, underwriters, and other industry professionals.
- Bachelor's degree in finance, business, or a related field (preferred).
- Proven past experience in insurance advisory, coordination, sales, etc.
- Relevant insurance licenses may be required (e.g., life, health, property, casualty).
- Strong communication, analytical, and interpersonal skills; ability to explain complex information simply.
- Confident with excellent presentation skills.
- Good communication, interpersonal, and relationship-building skills.
- A high level of integrity, professionalism, and confidentiality.
In this role, you will have the opportunity to work with a dynamic team and contribute to the growth and success of Unique Wealth Strategies. We offer a competitive salary package, including an estimated $60,000 - $80,000 per year, depending on experience and qualifications.
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