Insurance Solutions Specialist Manager

Job Summary

Evaluate insurance applications to determine eligibility and risk. Manage policy processing including new policies, renewals, and cancellations. Provide client support and resolve inquiries. Build professional relationships with clients and insurers. Generate leads and assist marketing efforts. Conduct financial needs assessments to recommend appropriate insurance plans.

Responsibilities

• Evaluate insurance applications to determine eligibility, coverage, and associated risks for informed underwriting decisions.
• Process new policies, renewals, extensions, and cancellations accurately, ensuring timely issuance of all necessary documentation.
• Respond promptly to client inquiries and resolve issues to maintain high client satisfaction throughout the policy lifecycle.
• Build and maintain professional relationships with clients and insurers to facilitate smooth operations and enhance client retention.
• Generate sales leads and conduct outbound calls to promote insurance products and support marketing campaigns.
• Conduct financial needs assessments to analyze clients’ financial situations and recommend suitable insurance and protection plans.