Demo

Insurance Solutions Consultant

The Agency
Calabasas, CA Full Time
POSTED ON 4/5/2025
AVAILABLE BEFORE 5/2/2025

Key Responsibilities

  • Client Consultation: Engage with clients to assess their unique business risks and exposures, using independent judgment to recommend customized insurance solutions tailored to their specific needs.
  • Client Advisory: Act as the lead advisor for clients on all day-to-day matters, escalating significant issues to producers when necessary.
  • Coverage Solutions: Present clients with various coverage alternatives, considering their operations, claims history, and market conditions, including options for deductibles, retention levels, and additional coverages.
  • Carrier Relationships: Cultivate and maintain strong relationships with insurance carriers to ensure timely receipt of quotes, policies, and other necessary documentation.

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