Job Details

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

• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
• 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
• Assist current policyholders during the insurance claims process while overseeing existing insurance claims
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business

Qualifications

• Familiarity with the Microsoft Office suite
• Candidates with an active Life & Health insurance license are strongly preferred
• High school diploma or equivalent required; Bachelor's degree preferred
• Client service experience as a sales representative a plus
• Excellent verbal and written communication skills required