Insurance Associate at Blue Advisory

Job Description/Responsibilities

• Introduce clients to all available insurance policy options and clearly explain them
• Promote and sell a variety of insurance products
• Ensure that all medical and other necessary forms are filled out and filed
• Arrange a payment method with the insured in writing
• Follow up on claims filed by clients
• Calculate premiums based on medical information and other discussed factors
• Interview prospective clients
• Process all insurance policy requests

Job Requirements

• In-depth knowledge of insurance, and financial service product sales.
• 4+ years’ experience in general/life insurance underwriting or actuarial experience
• Bachelor’s degree in Insurance or STEM
• Minimum of a student-membership in the CIIN
• Capacity to work with cross functional teams.
• Strong problem solving and communication skills, both written and verbally,
• Impeccable attention to detail 
• Inquisitive mindset.