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Applied Insurance Advisor Reviews Jobs (NOW HIRING)

Bell Bank

Personal Insurance Advisor

Bloomington, MN · On-site

The Personal Insurance Advisor is responsible for the profitable growth of the Agency and ... Review existing policy coverages no less than annually with insureds. Explain coverages, exclusions ...

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How much do applied insurance advisor reviews jobs pay per year?

As of Jul 12, 2026, the average yearly pay for applied insurance advisor reviews in the United States is $65,610.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $80,000.00 per year, depending on experience, location, and employer.

What is an Applied Insurance Advisor Reviews job?

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, and why are they important?

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.

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Applied Insurance Advisor Reviews jobs near you

Insurance Advisor - Employee Benefits

Shepherd Financial Services

Louisville, KY • On-site

Other

Posted 16 hours ago

Posted today

Job description

Insurance Advisor

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

As an Insurance Advisor on our Employee Benefits team, you will be responsible for the sale of the Agency's products in a specified region or major geographical area. Through developing and maintaining a strong client base, you will provide tailored insurance solutions for clientele. With a high level of interpersonal skills, it is expected that you will demonstrate poise, tact, and diplomacy. As an Insurance Advisor at Shepherd Insurance, you will be a positive team player and coachable individual.

Responsibilities:

  • Seek out new clients and develop clientele by prospecting and networking.
  • Performs sales and service functions for targeted markets and programs.
  • Initiating and follow-up with customers and carriers to sell or resolve problems, answer questions, correspondence, and reports.
  • Prepares, processes, reviews, and monitors various documents such as premiums, coverage of risk, policies, renewals, claims, applications, changes, endorsements, binders, contracts, etc.
  • Contacts current and prospective clientele to sell and explain coverage gaps, present proposals, quotes, and sales based on client needs.
  • Assists customer and arranges payment terms in accordance with established guidelines.
  • Participate in sales seminars, sales and renewal meetings or educational activities to stay up-to-date on the latest developments, trends, regulations in the market place.
  • Proactively collaborate and engage with account managers to develop renewal strategies, encompassing in-depth analysis, adjustment considerations, and negotiation tactics with carriers.
  • Perform other related duties as assigned.

Requirements:

  • Three (3) to five (5) years' experience in insurance industry is preferred.
  • Five (5) to ten (10) years' experience in sales is preferred.
  • College degree in Business, Sales or related field is preferred.
  • Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.
  • Required state licensing certification, or desire to become licensed at time of employment.
  • Must desire to acquire advanced insurance designations.
  • Professional designations are a plus.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.

Working Conditions/Physical Demands:

Work environment characteristics and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.

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