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Provide sales and service for personal auto and home insurance products. Advise clients, prospect for new business, perform risk assessments and inspections, handle client inquiries and complaints, and meet individual and agency sales, quality and productivity targets.

Provide sales and service for personal and specialty insurance lines, advise clients on coverages, prospect for new business, perform frontline risk assessments and inspections, meet individual and agency sales goals, resolve client issues, and support peer development.

Sell individual life insurance products, meet sales targets, handle escalated client issues, and support the sales team. Develop and implement sales procedures and strategies, perform needs analyses, provide tailored proposals, drive cross-sell/upsell referrals, and build strong client relationships while mentoring colleagues and improving operational efficiencies.

The Commercial Insurance Specialist is responsible for client growth and expanding the commercial portfolio through prospecting, client interactions, and servicing. Key tasks include risk assessments, policy updates, and developing marketing plans to enhance sales and profitability.

The Associate Insurance Advisor III manages inbound sales and service for life and wealth products, advising clients, prospecting for new business, and ensuring customer satisfaction while achieving sales goals.

Provide sales and service for personal and specialty insurance lines (auto, home, farm, commercial). Advise clients, prospect for new business, perform risk assessments and inspections, meet sales and service targets, resolve client issues, and support agency growth and peer development.

The Associate Insurance Advisor II assists in sales and service for personal and specialty insurance products, focusing on client relationships and achieving sales goals. Responsibilities include advising clients, risk assessments, resolving complaints, and supporting agency growth.

The Associate Insurance Advisor supports agency operations through sales and service, advising clients on coverage and achieving sales goals. Responsibilities include risk assessment, client reviews, and addressing customer concerns.

The Associate Insurance Advisor III role involves inbound sales and service of insurance products, advising clients on coverages, and achieving individual sales goals, while performing risk assessments and maintaining client relationships.

Provide subject-matter expertise on life and wealth products to Advisors, support product integration into business plans, deliver training, analyze advisor performance, coordinate cross-functional messaging, and identify process improvements to drive advisor success.