About the role
Insurance advisors are specialists in the field of insurance and help customers find suitable insurance solutions. They often have education in economics, law, or insurance. Their knowledge is important for understanding complex insurance products and the needs of the market.Responsibilities
Insurance advisors analyze clients' needs and risks to recommend appropriate insurances. They explain terms, coverage, and pricing, as well as maintain relationships with existing customers. Keeping up to date with laws and regulations within the insurance industry is an important part of their work.Skills and tools
Insurance advisors must have good skills in communication and customer service. They use CRM systems for customer management and are accustomed to working with various insurance platforms. Analytical ability and a trustworthy demeanor are central to the profession. Common competencies demanded by employers are kundtjänst, sakförsäkringar and coaching/coachning.