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Associate Insurance Advisor Jobs (NOW HIRING)

BWO Insurance

Personal Insurance Advisor

Franklin, WI · On-site

The Personal Insurance Advisor is responsible for writing and retaining profitable personal ... High school diploma or equivalent (Associate's or Bachelor's degree preferred). * Valid Wisconsin ...

Lore & Associates LLC

Insurance Advisor

Cincinnati, OH · On-site

$42K - $63K/yr

Job Summary The Sales Specialist role markets, prospects, and sells American Family Insurance products in all product lines. Maintains effective customer relationships, understands customers' needs ...

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Associate Insurance Advisor information

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$112.5K

How much do associate insurance advisor jobs pay per year?

As of Jul 15, 2026, the average yearly pay for associate insurance advisor in the United States is $67,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $82,500.00 per year, depending on experience, location, and employer.

What does an Associate Insurance Advisor do?

An Associate Insurance Advisor helps clients understand and select insurance policies that best fit their needs, such as life, health, auto, or home insurance. They assess clients' financial situations, provide information on different insurance options, and assist with policy applications and claims. Additionally, they may help with policy renewals, answer client questions, and ensure compliance with insurance regulations. Their role is both advisory and sales-oriented, requiring strong communication and customer service skills.

What is the difference between Associate Insurance Advisor vs Insurance Agent?

AspectAssociate Insurance AdvisorInsurance Agent
CredentialsTypically requires licensing and some industry certificationsRequires licensing; certifications vary by region
Work EnvironmentOften works in insurance firms, assisting clients and advisorsWorks independently or for agencies, selling policies directly
Employer & Industry UsageCommonly employed in insurance companies and brokeragesEmployed by agencies or independently selling policies
Search & Comparison IntentPeople compare to understand entry-level roles assisting advisorsPeople compare to understand direct sales roles and licensing

The main difference is that an Associate Insurance Advisor typically supports licensed advisors and may have a more client service-oriented role, while an Insurance Agent directly sells insurance policies to clients. Both roles require licensing, but their responsibilities and work environments differ, with the Associate Insurance Advisor often acting as a stepping stone within the industry.

What are the key skills and qualifications needed to thrive as an Associate Insurance Advisor, and why are they important?

To thrive as an Associate Insurance Advisor, you need a solid understanding of insurance products, risk assessment, and typically a relevant license such as a provincial insurance license. Familiarity with customer relationship management (CRM) software, quoting tools, and underwriting systems is also important. Strong interpersonal skills, attention to detail, and effective communication help build trust and rapport with clients. These competencies are crucial for accurately addressing client needs, ensuring regulatory compliance, and driving business growth.

How does an Associate Insurance Advisor typically collaborate with senior advisors and other team members?

Associate Insurance Advisors often work closely with senior advisors, underwriters, and customer service representatives to deliver comprehensive solutions to clients. They assist in preparing policy proposals, conducting client research, and ensuring accurate documentation. Regular meetings and open communication with the team are essential, as associates frequently support senior advisors in client meetings and follow-ups, helping to foster a collaborative environment that ensures clients receive tailored coverage and excellent service.
What cities are hiring for Associate Insurance Advisor jobs? Cities with the most Associate Insurance Advisor job openings:
What are the most commonly searched types of Insurance Advisor jobs? The most popular types of Insurance Advisor jobs are:
What states have the most Associate Insurance Advisor jobs? States with the most job openings for Associate Insurance Advisor jobs include:
Associate Insurance Advisor jobs near you
Insurance Advisor - Employee Benefits

Insurance Advisor - Employee Benefits

Shepherd Insurance LLC

Louisville, KY

Other

Re-posted 25 days ago

Job description

Description

PURPOSE:

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

  • Experience: Three (3) to five (5) years' experience in insurance industry is preferred.
  • Experience: Five (5) to ten (10) years' experience in sales is preferred.
  • Education requirement: 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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