Personal & Business Insurance Specialist Job at Alera Group (Platteville)

Insurance specialist

Location

Australia , Sydney

Salary:

Not provided

Global Trade Holding

Expiration Date

Until further notice

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

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

Insurance specialist

Location

Australia , Sydney

Salary:

Not provided

Global Trade Holding

Expiration Date

Until further notice

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

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.

Life Product Specialist Senior

At Allianz Life, we are guided by our mission – we secure your future – and by o...

Location

United States , Minneapolis

Salary:

67000.00 - 112000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

5+ years of experience required: Minimum 5 years of related experience in the life insurance industry, brokerage or previous financial services sales experience
Advanced skills in Excel required
Four – year degree required: or equivalent work experience
Must have basic to high proficiency with AI and/or business intelligence
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship

Job Responsibility

Take incoming consultative phone calls from our financial professionals, and clients for Allianz life insurance inforce business
Assist in leadership responsibilities designated from the Director, Advanced Design, life operations
Make outbound calls for follow up requests to our clients
Provide technical explanations of life insurance illustrations and review advanced case design strategies
Build and maintain business relationships through effective communication by email, phone and in person with internal/external partners
Identify, recommend, and champion process improvements and organizational plans to positively influence the team and quality
Identify training opportunities, and train/mentor the life teams onshore/offshore teams on trends that will benefit the customer experience
Assists teammates in escalated requests that require a senior representative to speak to clients/financial professionals
Uses innovation and transformation to find efficiencies in the work we do in the life insurance space
Work with senior leadership, and main business partners to ensure this team is providing a high standard of service, provide feedback to senior manager on pain points, and opportunities to allow this team to continue its success

What we offer

Choice of comprehensive medical, dental and vision plan options
Health savings account
Tuition reimbursement
Student loan retirement plan
Annual paid leave
Outstanding 401(k) company match
Life insurance
Award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias
Employee Resource Groups

Fulltime

Senior Wordings Specialist

This is a dynamic opportunity that will place the candidate in a leading positio...

Location

United Kingdom , London

Salary:

100000.00 - 110000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

A proven track record as a senior wordings specialist with contract drafting experience and attention to detail
A “commercial” view of insurance products and their value to customers
Confidence to make decisions on coverage and the ability to advocate the reasoning and logic involved and to evaluate the materiality of technical points
Advanced MS Word and document formatting skills
An ability to lead and facilitate complex discussions while interacting effectively with all types of people, including more and less technically-focused colleagues, brokers, and customers
An inquisitive mind who is a proven problem-solver, capable of adapting and working on wordings in a range of jurisdictions and lines of business
The ability to work well both individually and in teams
A minimum of five years’ wordings or technical underwriting experience gained in the Lloyd’s Market
Excellent contract drafting skills, including sound knowledge of English grammar and sentence construction

Job Responsibility

Leading wordings and coverage discussions on existing and new products, developed by the organisation and in tandem with business partners
Extensive liaison with underwriters on a day-to-day basis to provide guidance on technical issues and assistance with legal risk management
Attending broker and client meetings with underwriters to provide guidance and expertise on specific coverage elements of our products
Researching and reporting on potential coverage issues and approaches to emerging risk
Providing technical guidance notes and in-person training for colleagues across the business
Representing the organisation in external knowledge-sharing forums and developing your profile across the Lloyd’s market

Fulltime

Commercial Insurance Service Specialist

Indiana Farmers is currently looking for Commercial Insurance Service Specialist...

Location

United States , Indianapolis

Salary:

Not provided

Indiana Farmers Insurance

Expiration Date

Until further notice

Requirements

Commercial Insurance experience
High School education or equivalent
Strong written and verbal communication skills
Ability to identify and process relevant data efficiently and accurately
Open to flexible work schedules and able to work some evening hours
Commitment to increasing knowledge base and learning new systems or tools to enhance overall job performance
Reliable transportation for in-person training and events at home office, in Indianapolis

Job Responsibility

Provide responsive, knowledgeable, and helpful assistance to commercial members / customers
Handle inquiries across multiple channels
Ensure each interaction reflects the company’s commitment to delivering a positive and professional member experience for our business customers

What we offer

Free Health insurance
Free Dental insurance
Free Vision insurance
Free Life insurance
Free Short-Term & Long-Term Disability insurance
2% 401k Company Match
11% 401k Company Contribution
Excellent Paid Time Off
Generous paid time for Parental Leave
Day of Service

Entitlement advocate

The Enrollment Medicaid Specialists provides Healthfirst’ s Medicare Advantage P...

Location

United States , New York

Salary:

48600.00 - 65960.00 USD / Year

Healthfirst

Expiration Date

Until further notice

Requirements

High school diploma or GED from an accredited institution
Member facing or customer service experience
Be able to work 9am-5:30pm schedule
Be able to travel throughout the 5 boroughs, Westchester, Orange, Sullivan, Rockland, and Nassau County
Capability to work in a Hybrid Schedule (remote/office/field)
Tech Savvy computer skills such as Microsoft Office Suites: Outlook, Excel, Word, PowerPoint
Bilingual
Be able to communicate and engage with the leadership team on virtual platforms such as Zoom or Microsoft Teams chat as well as in person

Job Responsibility

Handle inbound and outbound calls to and from customers to address their needs while adhering to our service level goals
Screen all incoming calls and handles accordingly
Transfer calls to appropriate staff, unit, or department
Assist callers requesting assistance with Medicaid Renewal application, Medicare Savings Program application, and New Medicaid Applications
Outreach Senior Health Partners, CompleteCare, and Life Improvement Plan members according to approved scripts
Research ePACES and/or Marx for Medicaid and Medicare eligibility, exclusion, and exemption codes
Consult with HRA Medicaid staff as needed and report to supervisor any need for HRA consultation
Document all client calls /outcomes in database systems
Schedule appointments to see members/prospects out in the field to assist with Medicaid Issue or restriction code removals or demographic information changes
Educate potential members on Senior Health Partners, Long term care plan benefits answering questions regarding plan’s features and benefits as well as go through eligibility and requirement for enrollment

What we offer

medical, dental and vision coverage, incentive and recognition programs, life insurance, and 401k contributions

Fulltime

Remote Financial Education Specialist

Are you looking for meaningful work where you can grow personally and profession...

Location

United States

Salary:

Not provided

Christian Career

Expiration Date

Until further notice

Requirements

Must be based in the U.S.
U.S. work authorization required
Remote work capability

Job Responsibility

Help individuals and families understand personal finance fundamentals, including budgeting, debt reduction, saving, retirement planning, and life insurance
Use cutting-edge tools to build personalized strategies and solutions
Work under experienced mentors while earning industry licenses (Life Insurance, Investments, and Mortgage)
Gain hands-on experience in business development, leadership, and client relations
Explore the potential to grow into leadership and even own your own business office in the future

What we offer

Flexible Schedule
No Prior Experience Required – paid training and mentorship provided
Career Growth – start part-time with the potential to move into full-time leadership
Make a Difference – educate and empower families and underserved communities
Entrepreneurial Path – learn business ownership in a high-demand industry

Parttime

Remote Financial Education Specialist

At Primerica, we are a leading provider of financial education and services dedi...

Location

United States

Salary:

Not provided

Christian Career

Expiration Date

Until further notice

Requirements

Must be based in the U.S.
U.S. work authorization required
Remote work capability

Job Responsibility

Help individuals and families understand personal finance fundamentals, including budgeting, debt reduction, saving, retirement planning, and life insurance
Use cutting-edge tools to build personalized strategies and solutions
Work under experienced mentors while earning industry licenses (Life Insurance, Investments, and Mortgage)
Gain hands-on experience in business development, leadership, and client relations
Explore the potential to grow into leadership and even own your own business office in the future

What we offer

Flexible Schedule
No Prior Experience Required – paid training and mentorship provided
Career Growth – start part-time with the potential to move into full-time leadership
Make a Difference – educate and empower families and underserved communities
Entrepreneurial Path – learn business ownership in a high-demand industry

Parttime

Personal & Business Insurance Specialist

Alera Group

Location:
United States , Platteville

Category:
Insurance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 17, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Personal & Business Insurance Specialist

Insurance specialist

Insurance specialist

Life Product Specialist Senior

Senior Wordings Specialist

Commercial Insurance Service Specialist

Entitlement advocate

Remote Financial Education Specialist

Remote Financial Education Specialist

Personal & Business Insurance Specialist

Alera Group

Location:United States , Platteville

Category:Insurance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:December 17, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Personal & Business Insurance Specialist

Insurance specialist

Insurance specialist

Life Product Specialist Senior

Senior Wordings Specialist

Commercial Insurance Service Specialist

Entitlement advocate

Remote Financial Education Specialist

Remote Financial Education Specialist

Location:
United States , Platteville

Category:
Insurance

Contract Type:
Not provided

Job Posted:
December 17, 2025