Join the ranks as an Expert Virtual Advisor dedicated to delivering short-term insurance solutions. Use your extensive knowledge to service clients and enhance their portfolio experiences effectively.
This position calls for an individual with a proven track record of at least 2 years in short-term personal lines insurance sales. You will focus on establishing and maintaining relationships with various stakeholders, including clients and insurers. The role emphasizes compliance management and exceptional service delivery to cultivate long-term client relationships.
Key Responsibilities:
• Provide tailored personal lines insurance solutions
• Regularly assess and review client portfolios
• Foster professional relationships with clients and industry partners
• Maintain adherence to compliance and practice management
Requirements:
• Minimum 2 years experience in short-term insurance sales
• FSCA-approved qualification required, including RE5 exam
• Strong ver...