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Insurance Broker – Property & Casualty (P&C)
WHOLE PEAR. Manage the existing P&C and borrower insurance client portfolio .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in managing P&C and borrower insurance client portfolios, analyzing insurance policies, and supporting clients throughout their journey. Strong ability to process client files and prospect for new clients while maintaining rigorous analysis of technical files.
Highest-signal resume keywords
Proficiency In P&C Customer Journey ProceduresIAS Level 2 CertificationClient File ManagementInterpersonal SkillsInsurance Policy Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Policy AnalysisClient File ManagementCustomer Journey MonitoringProspecting For New ClientsTechnical File Analysis
Soft Skills
Interpersonal SkillsClient Support
Certifications & Qualifications
IAS Level 2 Certification
Industry Keywords
P&C InsuranceBorrower InsuranceClient Portfolio ManagementCustomer Journey Procedures
About the role
Key responsibilities & impact- Manage the existing P&C and borrower insurance client portfolio
- Analyze insurance policies
- Schedule client appointments for follow-up
- Process and manage client files
- Monitor the customer journey
- Prospect for new clients
- Support clients during key moments
Requirements
What you’ll need- Proficiency in P&C customer journey procedures and associated coverage
- Ability to analyze technical files with rigor and method
- Strong interpersonal skills to support clients during key moments
- IAS Level 2 certification or higher required
- Availability to work 35 hours per week
- Self-employed/independent contractor status
- 12-month contract
Benefits
Comp & perks- Hybrid work arrangement
- 12-month contract
- 35 hours per week
- Compensation based on a percentage of recurring revenue generated by the existing client portfolio and a percentage of revenue from new clients
- Autonomy in a stimulating work environment
- Direct impact on the company’s growth