Insurance Advisor

Account Manager focuses on build relationships, follow up enquiries, manage accounts, develop pipeline, or close opportunities according to the role.

What the role involves

• Build relationships, follow up enquiries, manage accounts, develop pipeline, or close opportunities according to the role.
• Keep CRM, records, quotes, targets, or customer information updated and useful.

Skills and requirements

• Level 2 General Insurance License or Level 1 and willing to obtain their Level 2 within 6 months.
• 1+ years of auto insurance experience.
• 1-2 years of customer service experience.
• 6+ months of habitational insurance experience.

Confirmed role details

• Customizable flexible benefits options for you and your family.
• SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP for our client’s experiences.
• We want you to be INNOVATIVE and open to sharing your ideas.
• You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues.

Candidate fit

• relationship management, commercial awareness, communication, and organised follow-through

Additional role context

• From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you.