Consultant

About the Role

An Insurance Consultant is a professional who may work independently, for an agency, or for an outside consulting company. The consultant helps individuals or businesses create a plan that aligns with their budget and identified risk management goals.

An Insurance Consultant may provide advisory services, identify the exact policy requirements of a client, and monitor claim activities and underwriting for a department or company.

Responsibilities

• Assist clients in developing risk management plans that fit their budget and goals.
• Provide advisory services related to insurance policies and coverage.
• Identify and define the specific policy requirements of clients.
• Monitor claim activities and underwriting processes.
• Ensure compliance with insurance regulatory functions.
• Meet sales quotas and performance targets.

Requirements

• Knowledge of finance and risk management principles.
• Understanding of insurance regulatory functions.
• Experience or expertise in one or more areas of emphasis:
  • Agriculture
  • Commercial
  • Poultry
  • Produce
  • Blueberries
  • Forestry
  • Trucking