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
- Required to effectively and consistently network to identify potential new clients
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
- Manage electronic and paper records and ensure all contracting paperwork is kept current
Qualifications
- Skilled with Microsoft Office
- Prior health insurance or life insurance experience a bonus
- Candidates with an active Life & Health insurance license are strongly preferred
- Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
- Possesses outstanding interpersonal and communication skills
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