Insurance Specialist

About Provide : Powered by Fifth Third Bank, Provide is on a mission to financially empower healthcare providers with great people and innovative technology. As a leader in tech-enabled financial services for aspiring and established healthcare practice owners, Provide offers an unmatched combination of industry expertise, personalized service, and customized financial products – enabling providers to achieve their ownership dreams, realize financial independence, and improve the industry’s standard of care. Founded in a one-bedroom San Francisco apartment in 2013, Provide was acquired by Fifth Third in 2021 and in 2023 was named one of Fast Company ’s Most Innovative Companies. Our team is growing: The Insurance Specialist will sell insurance to new and existing retail clients, and service the needs of existing accounts. As a Provide and Fifth Third Bank team member, you will be responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. A day in the life: Provide professional advice and insurance solutions to retail clients based on their objectives and needs. Develop proactive referral relationships with Practice Finance Directors to prospect clients to review their objectives and present solutions that align with client needs, goals and risk tolerance. Tenaciously advance deals, increasing conversion and reducing attrition by removing obstacles and motivating the players involved when necessary. Knowledgeably and empathetically help doctors understand the ins and outs of the policies they’re obtaining, providing detail when necessary but also keeping them f