We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on our client’s lives excites you, start your application today. Responsibilities: • Assist current policyholders during the insurance claims process while overseeing existing insurance claims • Manage electronic and paper records and ensure all contracting paperwork is kept current • 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 • 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 • Meeting and contacting new potential clients to discuss financial concerns and needs • Conducting information-gathering meetings with clients • Analyzing client needs and presenting potential solutions • Providing ongoing service to clients • Developing and implementing personal business and marketing plans • On-going development of professional skills and knowledge Qualifications: • Skilled with Microsoft Office • Candidates with an active Life & Health insurance license are strongly preferred • Excellent verbal and written communication skills required • Background in the health insurance or life insurance industries preferred • Must have graduated high school or received GED, a Bachelor’s degree is desired Compensation: $84,000 at plan yearly + benefits
• Meeting and contacting new potential clients to discuss financial concerns and needs • Conducting information-gathering meetings with clients • Analyzing client needs and presenting potential solutions • Providing ongoing service to clients • Developing and implementing personal business and marketing plans • On-going development of professional skills and knowledge