Insurance

• Consult with clients to assess their insurance needs & recommend suitable coverage
• Educate clients on policy options and help them make informed decisions
• Manage the full sales cycle from prospecting to closing deals
• Maintain relationships with clients and provide ongoing policy support
• Stay up to date with industry trends and product knowledge

Licensed Life Insurance Agent

• Managing and overseeing complex commercial claims across Property, Liability, Construction, and Workers Compensation lines
• Acting as a key liaison between clients, carriers, TPAs, and internal teams
• Providing guidance, conducting claim reviews, interpreting coverage, and ensuring timely, accurate reporting
• Delivering proactive communication and maintaining detailed file documentation
• Analyzing claim trends and supporting clients throughout the full lifecycle of their claims

Claims Advisor – Commercial Insurance

• Consult on life insurance products to customers.
• Assist customers with life insurance applications and claims.
• Provide customers with information on life insurance plans and options.
• Maintain compliance with life insurance regulations.

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Licensed Life Insurance Agent

Claims Advisor – Commercial Insurance

Life Insurance Agent Team Member