Insurance Advisor

Our firm is rapidly expanding and we are seeking a self‑motivated person who wants to join a dynamic, growing company. Insurance industry or agency experience is not required but would be a greater benefit relating to clients for this position. This position is based out of our Louisville, KY office and offers flexible work arrangements, including on‑site, remote, and hybrid options.

• Health Insurance
• Life Insurance
• Long‑Term Disability Insurance
• Parking provided on location at no cost

• Develop and maintain positive working relationships with colleagues.
• Complete Property and Casualty licensing course and successfully pass examination in order to obtain license in state of residency.
• Apprentice with various Advisors to gain an understanding of the role.
• Develop knowledge and understanding of insurance coverages.
• Understand the requirements and information required to incept coverage.
• Understand various billing options and the appropriate application of each.
• Learn the processes and workflows of the agency and understand how those processes relate to the role of Advisor.
• Interact and build relationships with company personnel and underwriters.
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist them in making coverage changes.
• Aggressively and professionally advocate for clients, including determination of new and renewal premiums and other areas of negotiation with underwriters.
• Develop a prospect list and form an action plan as to the best method to interact with these prospects.
• Sell insurance products to prospective clients.
• Establish, develop, and maintain positive business and client relationships.
• Identify growth opportunities for the agency.
• Work with existing Advisors and marketing team to promote the agency in a positive manner.
• Reach out to client leads through cold calling.
• Participate in agency social media marketing efforts.

• College education or equivalent insurance experience.
• Must have a solid understanding of insurance, terms and coverages; insurance products and usage with adequate knowledge of quoting procedures and industry operations to effectively manage, maintain, and onboard assigned clients and prospects.
• Ability to multi‑task and handle heavy workload with minimal supervision; able to self‑check for accuracy; and independently research and analyze.
• Demonstrated experience meeting deadlines and working with shifting priorities.
• Ability to communicate orally and in writing with others to explain complex issues, interpret complex information, and respond appropriately.
• Demonstrated experience using an agency management system.
• Working knowledge of Excel to create, navigate and manipulate reports, Word, PowerPoint and E‑mail applications.
• Existing professional designations such as CPCU, CIC, AAI, etc. or pursuit thereof is a plus.

Location:

Louisville, KY

Compensation: $47,000.00–$70,500.00 per year