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:
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
- Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
- Process current policyholders’ insurance claims while monitoring the status of 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
- Required to effectively and consistently network to identify potential new clients
Qualifications:
- Previous customer service or experience as a sales representative preferred
- Excellent verbal and written communication skills required
- Skilled with Microsoft Office
- Prior health insurance or life insurance experience a bonus
- Active Life & Health insurance license is a strong bonus
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