Risk Insurance Advisor
The role requires a high level of understanding of clients' financial positions to provide tailored insurance solutions.
* Meet with clients to comprehend their insurance requirements and address queries.
* Deliver strategic insurance advice that aligns with each client's personal and financial objectives.
* Coordinate the entire implementation process in collaboration with skilled teams.
Maintain strong relationships with clients, internal stakeholders, and external partners. Adhere to structured workflows and maintain accurate client records. Identify opportunities for cross-referrals across teams and participate in training and development to enhance technical and customer service skills.