CrawlJobs Logo

Client Insurance Specialist

United States of America, Virtual 160000.00 - 180000.00 USD / Year · Job Posted March 19, 2026

Job offer has expired

Job Link Share

Job Description

The Client Insurance Specialist is responsible for supporting new business revenue growth by collaborating with Strategic Account Executives and Enterprise Sales Executives. This role focuses on identifying client needs, positioning niche insurance solutions, and driving incremental revenue growth across our integrated partner portfolio. The ideal candidate understands complex benefit environments, thrives in cross-functional collaboration, and excels at navigating multi-stakeholder enterprise accounts. This is not a cold-hunting role; it is a strategic expansion role within an established client base.

Job Responsibility

  • Engage with the Alight Partner/Carrier Network to identify prospects and build pipeline
  • Partner with Account Management to build strategic growth plans per client
  • Own the end-to-end sales cycle for specified products — discovery, proposal, partner collaboration, negotiation, and close
  • Maintain accurate pipeline forecasting and Salesforce hygiene
  • Engage HR, Benefits, Finance, Procurement, and executive sponsors
  • Translate product value into financial, clinical, and employee experience outcomes
  • Address regulatory and compliance considerations confidently

Requirements

  • Active health/life insurance license (preferred)
  • 5+ years selling licensed insurance products (voluntary, supplemental, stop-loss, specialty, or related)
  • Demonstrated success expanding revenue within existing accounts
  • Strong understanding of benefits ecosystems and partner-based solutions
  • Executive presence and comfort in C-suite conversations

Nice to have

  • Experience working in a benefits administration, HR tech, or ecosystem-driven model
  • Familiarity with consultative selling methodologies (Challenger, MEDDICC, etc.)
  • Track record of increasing product penetration across a defined book of business
  • Comfort selling integrated, multi-product solutions rather than standalone offerings

What we offer

  • A variety of health coverage options
  • Wellbeing and support programs
  • Retirement
  • Vacation and sick leave
  • Maternity, paternity & adoption leave
  • Continuing education and training
  • Several voluntary benefit options

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Client Insurance Specialist

8 matching positions

Insurance Specialist - Fintech

Take on an impactful role driving the expansion of the digital insurance channel...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
July 26, 2026
Flip Icon
Requirements
Requirements
  • Proven track record in insurance sales or financial advisory services
  • Strong communication and interpersonal skills to build rapport with a digital-first audience
  • Deep understanding of various insurance products and financial planning principles
  • Ability to thrive in a high-growth, fast-paced environment and meet performance targets
  • Commitment to maintaining high ethical standards and compliance with financial regulations
Job Responsibility
Job Responsibility
  • Take on an impactful role driving the expansion of the digital insurance channel while providing tailored financial solutions to a broad customer base
  • Cultivate and manage long-term customer relationships through proactive engagement and regular follow-up
  • Perform comprehensive financial needs analysis to recommend insurance solutions aligned with client goals
  • Act as a technical expert on a diverse suite of insurance products and prevailing market developments
  • Identify new business opportunities and manage a consistent pipeline to achieve growth objectives
  • Ensure all advisory activities and documentation strictly adhere to regulatory standards and internal policies
  • Fulltime
Read More
Arrow Right

Bancassurance / Insurance Specialist

Lead the marketing efforts for the branch’s exclusive suite of bancassurance pro...
Location
Location
Malaysia , Kuala Lumpur
Salary
Salary:
4500.00 - 11000.00 RM / Month
https://www.randstad.com Logo
Randstad
Expiration Date
July 02, 2026
Flip Icon
Requirements
Requirements
  • Knowledge of insurance product such as PCE (A / B / C) and / or Ceili Licence will be an added advantage
  • Insurance / Bancasurance
Job Responsibility
Job Responsibility
  • Lead the marketing efforts for the branch’s exclusive suite of bancassurance products
  • Proactively convert branch walk-in traffic and mine the existing banking database to identify high-potential leads
  • Maintain high visibility through consistent daily sales activities and face-to-face client interactions
  • Perform deep-dive financial fact-finding and insurance gap analyses to deliver customized protection strategies
  • Deliver dedicated after-sales support to ensure policy persistence and client satisfaction
  • Uphold the highest standards of professional integrity by complying with all internal banking controls and external financial regulations
Read More
Arrow Right

Senior Insurance Specialist

Are you ready to take your insurance career to the next level? PoloWorks is seek...
Location
Location
United Kingdom , Cheltenham
Salary
Salary:
27300.00 - 30000.00 GBP / Year
polo.works Logo
PoloWorks
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant experience within the insurance sector
  • Strong attention to detail with a focus on service quality and client satisfaction
  • Effective verbal and written communication skills
  • Ability to work independently while also collaborating within a team
  • Capability to provide training, support, and guidance to colleagues
  • Strong planning and organizational skills
  • Strong understanding of the insurance market, structure, practices, and regulations
  • Familiarity with services provided by PCIS and specifically UWIS
  • Experience with direct and reinsurance placements
  • Ability to interpret insurance documentation and data accurately
Job Responsibility
Job Responsibility
  • Process London Market Insurance underwriting data following established procedural guides
  • Analyse technical data and calculate transactions, including limits, premiums, and deductions
  • Manage internal and external queries to ensure accuracy and efficiency in data processing
  • Provide training, support, and guidance to team members
  • Organise documentation to facilitate smooth data processing
  • Contribute to internal and external (client) reporting
What we offer
What we offer
  • Discretionary annual bonus
  • Up to 26 days of annual leave (with the option to buy or sell up to 5 days using Annual Leave Flex Benefit)
  • Flexible, hybrid working
  • Life assurance
  • Private medical insurance
  • Income protection
  • Enhanced pension contributions
  • Occupational maternity and paternity pay
  • Company volunteering days
  • Employee assistance programme with retail discounts and savings
  • Fulltime
Read More
Arrow Right

Insurance specialist

Location
Location
Australia , Sydney
Salary
Salary:
Not provided
en.gtrading.com.au Logo
Global Trade Holding
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Wealth of insurance-related business experience and knowledge
  • Relevant university degree, with related service certificate
  • Excellent communication skills, with good interpersonal skills
  • The sense of team work spirit, willing to contribute to the company
Job Responsibility
Job Responsibility
  • Responsible for selling insurance products on behalf of insurance companies, assisting insurance companies in the investigation and settlement of claims
  • To educate consumers about insurance, explain insurance terms, comment on products and analyze personal financial needs
  • Design insurance plans for consumers and develop insurance plans
  • Assist clients in selecting the superior product of insurance company
  • Assist the customer to handle the relevant insurance formalities (signing the policy, delivering the policy, maintaining the policy and charging the premium)
  • According to the needs of customers, provide high-quality after-sales service
  • Regularly visit past clients and maintain potential customers
  • After the insured applicant, assist the insurance company to make claims
Read More
Arrow Right

Insurance specialist

Location
Location
Australia , Sydney
Salary
Salary:
Not provided
en.gtrading.com.au Logo
Global Trade Holding
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Wealth of insurance-related business experience and knowledge
  • Relevant university degree, with related service certificate
  • Excellent communication skills, with good interpersonal skills
  • The sense of team work spirit, willing to contribute to the company.
Job Responsibility
Job Responsibility
  • Responsible for selling insurance products on behalf of insurance companies, assisting insurance companies in the investigation and settlement of claims
  • To educate consumers about insurance, explain insurance terms, comment on products and analyze personal financial needs
  • Design insurance plans for consumers and develop insurance plans
  • Assist clients in selecting the superior product of insurance company
  • Assist the customer to handle the relevant insurance formalities (signing the policy, delivering the policy, maintaining the policy and charging the premium)
  • According to the needs of customers, provide high-quality after-sales service
  • Regularly visit past clients and maintain potential customers
  • After the insured applicant, assist the insurance company to make claims.
Read More
Arrow Right

Personal & Business Insurance Specialist

Alera Group is looking for a Personal & Business Insurance Specialist. We are se...
Location
Location
United States , Platteville
Salary
Salary:
75000.00 USD / Year
aleragroup.com Logo
Alera Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree preferred
  • 4+ years of insurance industry experience (agency or carrier) or an equivalent combination of education and experience, ideally with a sales background
  • state-specific Property & Casualty insurance license
  • valid driver’s license
  • demonstrated ability to effectively manage and oversee a book of business
Job Responsibility
Job Responsibility
  • Build and grow a high-quality pipeline by networking, developing Centers of Influence, generating referrals, and cold calling, while maintaining accurate client and prospect information
  • Strengthen long-term client relationships through regular communication, coverage reviews, proactive retention strategies, and negotiating with carriers to optimize policy outcomes
  • Manage workload and sales goals effectively while continuously developing technical and sales skills through a personalized improvement plan
What we offer
What we offer
  • medical, dental, life and disability insurance, 401k, generous paid time off
  • Fulltime
Read More
Arrow Right

Insurance Specialist

Working at Citi is far more than just a job. A career with us means joining a te...
Location
Location
Hong Kong , Kowloon City
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree holder with at least two years of insurance product sales experience and proven track record
  • HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5
  • Certified Retail Wealth Professional (CRWP) is preferred
  • Proactive and result-oriented with strong selling skills
  • Fluent in English, Cantonese and knowledge of Mandarin preferred
  • Good relationship building and communication skills
Job Responsibility
Job Responsibility
  • Partner with relationship managers in total client relationship building and financial planning propositions
  • Serve clients in complete scope of insurance products, namely whole life savings plans, universal life, endowment plans, retirement planning and general insurance, etc.
  • Lead and support the branch sales staff to achieve the insurance goal
Read More
Arrow Right

Client Services Specialist

We are looking for a Client Services Specialist to support client service and po...
Location
Location
United States , Las Vegas
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4-year Bachelor’s or Honours degree required
  • Experience in customer service, customer support, or a related client-facing administrative role
  • Working knowledge of Microsoft Office applications, including Outlook, Word, and Excel
  • Familiarity with Salesforce or the ability to quickly learn CRM and policy-related systems
  • Strong written and verbal communication skills, with bilingual abilities considered an asset
  • High level of accuracy, patience, and attention to detail when handling documentation and record updates
  • Ability to learn new processes quickly, follow direction effectively, and remain flexible as priorities change
Job Responsibility
Job Responsibility
  • Communicate with clients regularly to share application progress, answer questions, and ensure they remain informed throughout the service process
  • Coordinate with insurance carriers to obtain updates, resolve outstanding items, and maintain momentum on pending policy activity within expected timeframes
  • Review new leads and application materials carefully, verify completeness and accuracy, and address discrepancies before processing moves forward
  • Maintain organized records, update customer and policy information, and track follow-up actions using internal systems and standard office software
  • Prepare reports, manage correspondence, and use tools such as Outlook, Word, and Excel to support daily workflow and service reporting
  • Respond to client concerns with empathy, offering clear guidance and practical solutions when issues arise
  • Adjust to changing business needs by assisting with priority shifts, administrative support tasks, and additional projects assigned by leadership
  • Represent the organization in a detail oriented and service-focused manner through dependable communication and strong attention to detail
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right