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.

Social Media Manager - Insurance & Business Services Specialist

As a Social Media Manager - Insurance & Business Services Specialist at 321, you...

Location

United States , Orlando

Salary:

60000.00 - 75000.00 USD / Year

321 Brand + Social House

Expiration Date

Until further notice

Requirements

5+ years of experience in social media management, preferably in an agency environment managing multiple client accounts simultaneously
2+ years of direct experience managing social media for insurance brands (home insurance, auto insurance, personal lines) or financial services organizations required
Proven track record developing and executing successful social media strategies for insurance, business services, professional services, or B2B brands
Experience managing social media for insurance companies, insurance agencies, roofing companies, legal firms, real estate professionals, healthcare providers, or similar business services industries is highly valued
Deep understanding of insurance consumer behavior, purchase considerations, and content that drives trust and engagement in the insurance category
Knowledge of insurance industry regulations and advertising compliance requirements across multiple states/jurisdictions
Familiarity with insurance products, coverage types, claims processes, and industry terminology
Strong writing skills with ability to craft platform-appropriate content that resonates with insurance consumers and professional audiences while maintaining regulatory compliance
Expertise across major social media platforms including Facebook, Instagram, LinkedIn, TikTok, and YouTube, with deep understanding of platform-specific best practices
Proficiency with AI-powered content creation tools (ChatGPT, Claude, Jasper, Copy.ai, or similar) with demonstrated ability to produce high-quality, on-brand content efficiently

Job Responsibility

Develop comprehensive social media strategies for multiple insurance and business services client accounts that align with business objectives, target audiences, and brand positioning
Create insurance-specific content strategies that address the full customer lifecycle: awareness, quote consideration, policy purchase, claims experience, and renewal/retention
Understand and optimize for insurance consumer behavior including comparison shopping, life event triggers (home purchase, vehicle purchase, marriage, relocation), and seasonal patterns
Conduct competitive analysis, audience research, and platform audits to identify opportunities in insurance and business services verticals
Define content pillars, messaging frameworks, and brand voice guidelines tailored to insurance audiences and professional service consumers
Develop strategies that build trust and credibility for insurance brands while addressing common concerns (price transparency, claims reputation, coverage clarity, customer service quality)
Establish KPIs and success metrics for each client account, tracking performance against goals for reach, engagement, quote generation, and business impact
Leverage AI tools to analyze audience insights, predict content performance, and optimize strategy based on data-driven insights
Stay current on platform algorithm changes, emerging features, and social media trends in insurance marketing, adapting strategies to maximize organic reach
Monitor insurance industry trends, regulatory changes, and competitive landscape to inform content strategy

What we offer

Health, dental, and vision insurance
401K after one year of employment
2 Weeks (80 Hrs) Paid Time Off [Additional 40Hrs at 3 Years]
3 Sick/Mental Health Days
8 Hours Volunteer Time
Additional PTO at holiday and management discretion
Paid parental leave
Professional development opportunities
Leadership training opportunities and career advancement pathways
A collaborative, creative, and ambitious team environment

Fulltime

Senior Paid Digital Media Manager

As a Senior Paid Digital Media Manager at 321, you will lead the strategic devel...

Location

United States , Orlando

Salary:

80000.00 - 90000.00 USD / Year

321 Brand + Social House

Expiration Date

Until further notice

Requirements

7+ years of experience in strategic digital media planning and hands-on paid advertising execution, preferably in an agency environment
3+ years of direct experience managing paid media campaigns for insurance products (home insurance, auto insurance, personal lines) or financial services required
Proven track record of successful lead generation and customer acquisition campaigns for insurance brands
Deep understanding of insurance sales funnels, quote generation optimization, and policy conversion strategies
Experience managing paid media for business services industries including roofing, legal services, real estate, healthcare, or home services highly valued
Demonstrated success managing substantial monthly media budgets ($50K+ per month across multiple clients)
Expert-level proficiency in Google Ads with proven success across Search, Display, Performance Max, and YouTube campaigns
Advanced Meta advertising expertise with demonstrated results across Facebook and Instagram
Strong experience with LinkedIn Campaign Manager, programmatic display, and emerging paid channels
Hands-on experience with landing page optimization, conversion rate optimization (CRO), and funnel testing

Job Responsibility

Lead the development and execution of comprehensive paid digital media strategies for insurance and business services clients across Google Ads, Meta, LinkedIn, YouTube, programmatic display, and emerging platforms
Design full-funnel media strategies that align with insurance customer journeys
Develop insurance-specific campaign architectures
Create media strategies for business services clients
Establish performance benchmarks, KPIs, and success metrics
Assume responsibility for the paid digital philosophy and standard of campaign execution across the agency
Stay current on platform updates, algorithm changes, privacy regulations, and advertising best practices
Develop thought leadership around omni-channel, consumer-centric performance marketing
Maintain deep understanding of home and auto insurance products, coverage types, pricing strategies, and competitive landscape
Navigate insurance advertising compliance requirements

What we offer

Health, dental, and vision insurance
401K after one year of employment
2 Weeks (80 Hrs) Paid Time Off [Additional 40Hrs at 3 Years]
3 Sick/Mental Health Days
8 Hours Volunteer Time
Additional PTO at holiday and management discretion
Paid parental leave
Professional development opportunities
Leadership training opportunities and career advancement pathways
A collaborative, creative, and ambitious team environment

Fulltime

New

Insurance Solutions Specialist Director

We are seeking a highly experienced and motivated Director-level Insurance Solut...

Location

United States , New York

Salary:

170000.00 - 300000.00 USD / Year

Citi

Expiration Date

June 09, 2026

Requirements

10+ years of robust insurance sales experience
prior insurance sales management required
demonstrable experience working with High-Net-Worth and Ultra-High-Net-Worth clients and their complex planning needs
proven experience in a senior leadership or management capacity, with ability to coach and develop a sales team across multiple geographic regions
Master's Degree (MBA) highly desirable
advanced professional designations such as Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), or Certified Financial Planner (CFP)
experience at a large, global financial institution with a matrixed organizational structure
travel required for client meetings, team management, and internal conferences (approximately 10%-25%)
State Life, Accident, and Health insurance licenses required
FINRA Series 7, 24 and 63/66 licenses

Job Responsibility

Develop and execute a comprehensive sales strategy to drive insurance revenue growth across all assigned Citi wealth segments
partner with senior leadership to establish sales targets, business plans, and key performance indicators for the team, owning the collective results in sales, hiring, and productivity
provide regular business updates and market results to senior management and key stakeholders
actively manage personal, self-generated production and lead by example in achieving and exceeding individual sales goals
lead, mentor, and manage a team of Regional Insurance Specialists
provide strong leadership, conviction, and motivation to all direct reports
demonstrate an ability to attract, recruit, and retain top Insurance Specialist talent
provide expert guidance on complex cases, advanced sales concepts, and sophisticated planning techniques
serve as the primary subject matter expert on advanced insurance solutions, including wealth transfer, estate planning, business succession, and tax mitigation strategies
engage directly with HNW/UHNW clients and their advisors to understand their complex financial needs and present sophisticated, tailored insurance solutions

What we offer

discretionary and formulaic incentive and retention awards
medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Operations Manager

As an Operations Manager at Tradewind Finance, you ensure smooth, compliant, and...

Location

Pakistan , Karachi; Lahore

Salary:

Not provided

Tradewind

Expiration Date

Until further notice

Requirements

Strong understanding of financial processes and regulatory requirements
Excellent leadership and interpersonal skills
Analytical mindset with the ability to identify and solve operational challenges
Proficiency in project management and process optimization
Effective communication skills, both written and verbal
Minimum 5-7 years of working experience in a reputable bank or a corporation
Proven experience in operations management within the finance industry
Experience of Trade Finance would be preferred
A person who is handling LC, Export Transaction etc would be considered
Bachelor’s degree in finance, business administration, or a related field (Master’s degree preferred)

Job Responsibility

Identify and implement streamlined processes to improve operational efficiency
Develop, document, and update standard operating procedures for various operational functions
Monitor and analyze existing processes to identify areas for improvement and optimization
Supervise and provide guidance to operational teams, including but not limited to customer service, data processing, and compliance
Foster a collaborative and productive work environment, encouraging teamwork and communication
Identify potential operational risks and implement measures to mitigate them
Ensure compliance with industry regulations and company policies to minimize legal and financial risks
Generate regular reports to provide insights into operational efficiency and identify areas needing improvement
Collaborate with senior management to develop and execute operational strategies aligned with the company’s goals
Participate in strategic decision-making processes to drive growth and profitability

What we offer

competitive and supportive work environment
opportunities for growth, flexibility, and professional development

Fulltime

Personal Lines Insurance Advisor

The Personal Lines Insurance Advisor is central to the local region and alongsid...

Location

United Kingdom , Plymouth

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Preferable experience of General Insurance or Financial Services
Insurance broking of handling new enquiries, renewals and mid-term adjustments
Ability to identify the best policy to meet clients’ needs
Ability to take responsibility for own performance
Strong verbal and written communication

Job Responsibility

Meet and deliver against agreed Renewal Retention or New Business Targets , contributing towards the teams overall targets & KPI’s
Ensure you carry out thorough pre renewal reviews and with your clients annually
Conduct a full market review for your client and offer the most suitable policy and product
Invite all Personal Lines polices within good time, in line with our operational guidance of 21 days prior to the renewal date
Ensure polices are renewed, on or before the renewal date
Complete all roles and tasks as required by your line manager, ensuring all operational priorities and rules, procedures and policies for risk and compliance are adhered to
Manage and prioritise your Tasks are kept up to date and not overdue
Identify and discuss with your clients cross sell opportunities
Complete any training that is deemed necessary for your role and fully prepare for your regular one-to-ones and annual year-end review, ensuring that you discuss activity around your agreed development plan and that all training is completed on time
Adherence to our Training & Competency scheme and pass audits

What we offer

25 days holiday + Bank Holidays
Pension
Death in Service
Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation)
Full support for your professional development (including fully funded qualifications)

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

Select Country

Personal & Business Insurance Specialist

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

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