Southwestern Family of Companies

Insurance

• Serve as an insurance advisor to clients.
• Analyze their insurance needs and compare to insurance packages available
• Sell new leads by determining the best protection plan to meet client risk management needs
• Follow the Company’s sales process
• Adhere to Critical Success Factors (CSFs) and sales targets
• Ability to effectively manage client policy inquiries, information requests, claims management, and changes to coverage
• Contact clients at time of renewal.
• Evaluate policies and find opportunities to increase protection and add policies as needed.
• Client relationship management.
• Build relationships to earn client referrals.
• Perform other duties as assigned

Insurance Advisor