Job Description

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now! Responsibilities:

• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
• Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
• Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
• Evaluate new customers’ insurance needs, existing coverage, and long-term goals
• Expand prospective customer base and market our insurance products via warm leads, networking, referrals, and various marketing strategies
• Attend weekly training calls/strategy calls (via Zoom) to improve & grow your business
• Help others do the same by sharing experiences
• No cold calling
• Expand income potential with annual reviews
• Flexible schedule, you set your own
• Ensure all contracting is up to date while maintaining databases, records, and bookkeeping

Qualifications:

• Customer service or experience as a sales representative are highly valued
• Prior health insurance or life insurance experience a bonus
• Excellent verbal and written communication skills required
• High school diploma or equivalent required; Bachelor’s degree preferred
• Skilled with Microsoft Office
• Candidates with an active Life Insurance License or willingness to obtain (we help you)
• Enterprising mindset & disciplined drive

About Company: Our passion is serving - both clients & teammates! Our industry is Life Insurance. We help people across the country find the financial solutions they need to protect their families & their futures. We have partnered with Industry-leading Carriers/Insurance Companies to provide our team with a portfolio of products they are proud to offer their clients. We follow up with families that have requested assistance and work with them to create a solution that best fits their needs and budget.

Job Tags

Flexible hours,

Similar Jobs