Insurance Advisor

Southwestern Family of Companies

. Serve as an insurance advisor to clients.

Posted 4/21/2026full-timeNashville • Tennessee • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

High school diploma or equivalent
2 years of sales experience
Active Insurance Producer license in good standing
Experience using CRM
Familiar with Microsoft systems
Ability to work on multiple projects simultaneously while accomplishing daily tasks
Effective oral and written communication skills and excellent interpersonal skills
Attention to detail, critical thinker and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload
Ability and willingness to move with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations and capable of supporting a team
Maintain confidentiality discretion
Ability to effectively work in collaboration with others to achieve business objectives
Willing to grow and be challenged
Attend training as requested

Benefits

Comp & perks

Prolonged periods of sitting at a desk and working on a computer
Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
Ability to communicate via telephone, computer and work in virtual teams
Must be able to lift up to 15 pounds at a time
Ability to travel using personal vehicle to other office locations as needed

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales experienceinsurance analysisrisk managementclaims managementpolicy evaluationclient relationship managementproject managementproblem-solvingattention to detailtime management

Soft Skills

effective communicationinterpersonal skillsintegrityprofessionalismservice excellenceorganizationflexibilityself-motivationteam supportconfidentiality

Certifications

Active Insurance Producer license