An insurance counselor assists individuals and businesses in understanding their insurance options and coverage. They educate potential clients on various insurance plans, develop coordinated protection strategies, and help with immediate coverage actions. Insurance counselors verify insurance benefits, resolve customer complaints, and maintain job knowledge through continuing education and meeting state regulations. They may also support sales and service of insurance products, conduct outbound calls to solicit potential customers, and represent multiple carriers offering various types of insurance. In some cases, they may specialize in specific areas such as government insurance or healthcare marketplace assistance.
It typically takes 4-5 years to become an insurance counselor:
Avg. Salary $71,172
Avg. Salary $59,228
Stability LevelGrowth Rate 6 %
Growth Rate 0.3 %
RaceAmerican Indian and Alaska Native 0.15 %
Asian 4.92 %
Black or African American 9.43 %
Hispanic or Latino 16.18 %
Unknown 3.56 %
White 65.76 %
Gender
female 63.23 %
male 36.77 %
Age - 46
RaceAmerican Indian and Alaska Native 3.00 %
Asian 7.00 %
Black or African American 14.00 %
Hispanic or Latino 19.00 %
White 57.00 %
Gender
female 47.00 %
male 53.00 %
Age - 46
Stress LevelStress level is high
7.1 - high
Complexity LevelComplexity Level is advanced
7 - challenging
Work Life BalanceWork Life balance is fair
6.4 - fair
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Is being an Insurance Counselor right for you?
Take the career quizAn insurance counselor can move into various roles. Many become account executives, account managers, or managers. Some may become sales managers or national account managers. Others transition into office management positions or team leadership roles. Underwriting and senior-level positions, like senior account management, are also possible.
The educational requirements for an insurance counselor typically include a high school diploma, certificate, associate's, bachelor's, or master's degree. According to Dr. Tommy Casarez Ph.D., Assistant Professor of Historical and Systematic Theology at Vanguard University, "Opportunities come in many different shapes and sizes, but they are still out there. Whether you are seeking to land a job in education or the non-profit sector, you will need to familiarize yourself and get used to all things digital, for the sake of communicating effectively." This suggests that digital literacy is important for insurance counselors in today's technological age.
Insurance counselors need various skills like developing litigation strategies and supporting the sales of products and benefits. They verify insurance benefits through online portals and phone calls, and educate clients on insurance options. They also assist in patient financial evaluations, process account payments, and resolve billing issues.
| Skills | Percentages |
|---|---|
| Insurance Coverage | 19.07% |
| Patients | 18.27% |
| Litigation | 9.66% |
| Medicaid | 6.82% |
| Medicare | 6.47% |
Accountants spend an average of 6-12 months on post-employment, on-the-job training. New insurance counselors learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as an insurance counselor based on U.S. Bureau of Labor Statistics data and data from real insurance counselor resumes.
An insurance counselor plays a multifaceted role. They develop litigation strategies, support the sales and service of various insurance products and benefits, and verify insurance benefits. They also educate clients on insurance options, assist with patient financial evaluations, and maintain job/product knowledge by participating in educational opportunities. As Lesley Casarez Ph.D., Director, Quality Enhancement Plan at Angelo State University, puts it, "Graduates will need to learn to use technology. Numerous platforms are being used, so the particular platform itself is not as crucial as being well-versed in how virtual education differs from face-to-face environments."
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