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Insurance Solutions Specialist Jobs (NOW HIRING)

Baird

Insurance Solutions Consultant

Milwaukee, WI · On-site

The Insurance Solutions Consultant will help execute on the risk-managed growth strategy of the ... Work with Baird FAs and Client Specialists to articulate information on insurance products ...

Linde Plc

Customer Solutions Specialist

Fresno, CA · On-site

$24 - $33/hr

Customer Solutions Specialist Linde Gas & Equipment Inc. Fresno CA, United States | req32080 Work ... Enjoy access to health, dental, disability, and life insurance, paid holidays and vacation, an ...

Linde

Customer Solutions Specialist

Fresno, CA · On-site

$24 - $33/hr

Customer Solutions Specialist Fresno CA, United States | req32082 Work Schedule: 1st Shift What you ... Enjoy access to health, dental, disability, and life insurance, paid holidays and vacation, an ...

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Insurance Solutions Specialist information

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$27K

$57.4K

$97.5K

How much do insurance solutions specialist jobs pay per year?

As of Aug 6, 2026, the average yearly pay for insurance solutions specialist in the United States is $57,372.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $74,000.00 per year, depending on experience, location, and employer.

What does an Insurance Solutions Specialist do?

An Insurance Solutions Specialist helps clients identify their insurance needs and recommends suitable insurance products or coverage options. They assess client risk profiles, explain policy details, and ensure that individuals or businesses are adequately protected. Additionally, they may assist with claims, policy renewals, and staying updated on industry trends to provide the best solutions. Their expertise helps clients navigate complex insurance options and make informed decisions.

What are the key skills and qualifications needed to thrive as an Insurance Solutions Specialist?

To thrive as an Insurance Solutions Specialist, you need a strong understanding of insurance products, risk assessment, and customer needs analysis, typically supported by a relevant degree and state insurance licensing. Familiarity with CRM systems, underwriting software, and insurance quoting platforms is commonly required. Excellent interpersonal skills, problem-solving abilities, and effective communication help build trust and tailor solutions for clients. These skills ensure clients receive suitable coverage and foster lasting relationships, driving business growth and customer satisfaction.

How much do insurance solutions specialists make in the US?

Insurance Solutions Specialists in the US typically earn an average salary ranging from $50,000 to $75,000 per year, depending on experience, location, and employer. Many roles also include commissions or bonuses based on sales performance, and strong communication skills are often essential for success in this field.

What are some common challenges faced by Insurance Solutions Specialists when working with clients, and how are they typically addressed?

Insurance Solutions Specialists often encounter the challenge of explaining complex policy terms and coverage options to clients who may not be familiar with industry jargon. To address this, specialists use clear communication, visual aids, and real-life examples to make information more accessible. Another challenge is tailoring solutions to meet unique client needs within regulatory and company guidelines, which requires strong analytical skills and up-to-date product knowledge. Collaboration with underwriters, claims adjusters, and other specialists is also essential to ensure clients receive comprehensive and accurate solutions.

What is the difference between Insurance Solutions Specialist vs Insurance Agent?

AspectInsurance Solutions SpecialistInsurance Agent
CertificationsTypically requires licenses for specific insurance types, such as health or property & casualtyRequires state licensing for selling insurance policies
Work EnvironmentOften works in corporate or brokerage settings, providing tailored solutionsWorks directly with clients to sell and renew policies
Primary FocusDesigning and recommending insurance solutions based on client needsSelling insurance policies and maintaining client relationships
Employer & Industry UsageUsed by insurance companies, brokerages, and agenciesUsed by insurance agencies, independent agents, and brokerages

The Insurance Solutions Specialist focuses on creating customized insurance plans and providing expert advice, often within corporate environments. In contrast, an Insurance Agent primarily sells policies directly to clients and maintains ongoing relationships. Both roles require licensing, but their core responsibilities and work settings differ.

More about Insurance Solutions Specialist jobs
What job categories do people searching Insurance Solutions Specialist jobs look for? The top searched job categories for Insurance Solutions Specialist jobs are:
Insurance Solutions Specialist jobs near you
Infographic showing various Insurance Solutions Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $57,372 per year, or $27.6 per hour.

Insurance Solutions Consultant

Baird

Milwaukee, WI • On-site

Full-time

Re-posted 11 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About The Role:
The Investment Strategy & Consulting (IS&C) team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity, retirement plans, and insurance platforms necessary for delivering great outcomes for our clients. Strategically at Baird, we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting, Wealth Planning, and Relationship Management.
The Insurance Solutions Consultant will help execute on the risk-managed growth strategy of the insurance offerings used by clients of Baird as well as the broader insured solutions ecosystem within Private Wealth Management. The candidate that fills this role will work alongside the Insurance Solutions Manager and will also be responsible for partnering across the Wealth Solutions Group (WSG), other teams within PWM, and Corporate Resource Groups (CRGs) that support the organic and acquisitive growth strategies of the business, as effective collaboration is key to driving progress across IS&C's strategic priorities:
  • Clients - Deliver solutions aligned with Baird's Wealth Management Experience.
  • Branch Network - Increase scale and productivity while ensuring branch associates have adopted relevant and widely-utilized solutions in their practices.
  • Baird PWM - Collaborate to drive sustainable PWM growth while helping to manage firm risk.

By forging strong relationships with Baird Financial Advisors ("FAs"), the Insurance Solutions Consultant will be expected to be a true partner in the delivery of great client outcomes. In addition to partnering with internal teams the Insurance Solutions Consultant will work with Financial Advisors and Client Specialists delivering expert knowledge on advice specific to insurance products, solutions and strategies, allowing the implementation of informed decision making.
The Impact You'll Make:
  • Work with Baird FAs and Client Specialists to articulate information on insurance products including but not limited to; term, whole life, universal life, index universal life, variable universal life, long-term care and disability income insurance
  • Troubleshooting advisor inquiries on Insurance Solutions specific to technology platform, insurance strategy options, as well as sharing best practices
  • Consult with Financial Advisors and Client Specialists to evaluate clients' needs while navigating the appropriate insurance solutions including elements of financial planning, business insurance and non-qualified insurance concepts
  • Serve as a liaison between internal and external partners to ensure alignment with procedures, policies including but not limited to commissions, compliance, supervision and operations
  • Support Insurance Solutions Manager and Baird's Legal team in reviewing and negotiating selling agreements with insurance carriers and brokerage general agencies to ensure desired outcomes of business relationships
  • Partner internally with Legal/Compliance, Operations, Investment Solutions, Marketing & Communications, and other areas necessary to ensure the consistent application of broader strategic initiatives
  • Develop and deliver educational content that is relevant to insurance solutions
  • Proactively develop ideas and initiatives to sustainably grow the insurance solutions platform
  • Enhance internal processes to make the insurance solutions processes efficient and scalable
  • Effectively partner on broader initiatives to grow, support and evolve the insurance solutions platform
  • Occasional travel is required for advisor/branch education and supporting, and industry symposium education events
  • Perform other duties as assigned by Insurance Solutions Manager

What You'll Bring to Baird:
  • Bachelor's Degree and 7+ years of relevant professional experience in the insurance industry preferred Life & health licensed or the ability to obtain within 12 months of start date
  • SIE, Series 6 or 7 & 66 licenses preferred
  • Sophisticated understanding of various insurance products, services and strategies, the insurance industry as well as current tax laws
  • Exceptional client service skills including both written and verbal The candidate will have the opportunity to work with all levels of associates and management, including technical topics to Financial Advisors individually and in a group setting
  • Strong computer skills, including proficient in Microsoft Office suite (Word, Excel, PowerPoint)
  • History of delivering consistent, high-quality performance
  • Strong organizational skills - ability to prioritize and manage multiple tasks simultaneously
  • Ability to act as a team player, assisting others in the department, when necessary, is mandatory
  • Possesses a high attention to detail
  • Strong analytical skills and research skills

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