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Applied Insurance Advisor Reviews Jobs in Tennessee

Mployer Advisor

QA Analyst

Nashville, TN

Over 25,000 reviews of insurance advisors consolidated in one location. If you have a positive, proactive approach and want to contribute to improving the US insurance landscape, Mployer Advisor is a ...

Mployer Advisor

QA Analyst

Nashville, TN · On-site

Over 25,000 reviews of insurance advisors consolidated in one location. If you have a positive, proactive approach and want to contribute to improving the US insurance landscape, Mployer Advisor is a ...

HHM CPAs

Wealth Advisor

Chattanooga, TN

... insurance, and retirement plans to assist clients in building, distributing, preserving and ... Maintain specific service model and standards as set forth by firm including periodic client review ...

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Applied Insurance Advisor Reviews information

What is an applied insurance advisor review?

An Applied Insurance Advisor Reviews job typically involves assessing and evaluating insurance policies, customer feedback, and industry trends to provide insights and recommendations. Professionals in this role may analyze client needs, review insurance claims, and ensure policies align with customer expectations. They often collaborate with agents, underwriters, and clients to improve service quality and policy offerings. Strong analytical skills and industry knowledge are essential for success in this position.

What are the typical daily responsibilities of an applied insurance advisor?

As an Applied Insurance Advisor, your daily tasks often include meeting with clients to assess their insurance needs, researching and recommending suitable insurance products, and processing policy applications or renewals. You’ll frequently use industry-specific software to track client accounts and stay on top of policy updates or regulatory changes. Collaboration with underwriters, claims specialists, and other advisors is common to ensure clients receive comprehensive service. Additionally, you’ll spend time following up with clients to address questions and maintain ongoing relationships, making the work both dynamic and client-focused.

What are the key skills and qualifications needed to thrive in the applied insurance advisor reviews position?

To thrive as an Applied Insurance Advisor, you should possess strong analytical abilities, in-depth knowledge of insurance products, and relevant certifications such as a state insurance license. Familiarity with customer relationship management (CRM) systems and insurance quoting/binding software is commonly required. Exceptional interpersonal communication, active listening skills, and the ability to explain complex policies clearly are crucial soft skills for this role. These capabilities enable advisors to accurately assess client needs, provide tailored recommendations, and foster long-term client relationships in a highly regulated industry.

Is an applied insurance advisor a sales job?

An applied insurance advisor role typically involves both sales and client service responsibilities, including explaining policies, assessing client needs, and recommending coverage options. Success in this position often requires strong communication skills and knowledge of insurance products, with sales being a key component of meeting performance targets.

What are popular job titles related to Applied Insurance Advisor Reviews jobs in Tennessee?

For Applied Insurance Advisor Reviews jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Applied Insurance Advisor Reviews jobs in Tennessee look for?

The top searched job categories for Applied Insurance Advisor Reviews jobs in Tennessee are:

Applied Insurance Advisor Reviews jobs near you
Infographic showing various Applied Insurance Advisor Reviews job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 94% Physical, 3% Hybrid, and 3% Remote job distribution.

Private Risk Advisor (Producer) - Insurance Advisory Solutions

Baldwin

Chattanooga, TN

Full-time

Re-posted 29 days ago

Job description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
The Advisor, Private Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.Principal Responsibilities:
  • Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
  • Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
  • Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
  • Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
  • Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.
  • Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
  • Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
  • Positively represents the firm in the community and with our insurance company partners.
  • Performs other functions as assigned by leadership.
  • Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.
  • Is expected to meet monthly new business goals.
Education, Experience, Skills and Abilities Requirements:
  • Certification(s): None required; None preferred
  • License(s): Current State issued Property and Casualty Agent License, or General Lines Agent License.
  • Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions.
  • Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture
  • Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Ability to learn any other appropriate program or software system used by the firm as necessary

Special Working Conditions:

  • Fast paced, multi-tasking environment.
  • Travel is required.

Important Notice:

  • This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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