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
• 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
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Assist current policyholders during the insurance claims process while overseeing 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

Qualifications:

• Must have graduated high school or received GED, a Bachelor’s degree is desired
• Customer service or experience as a sales representative are highly valued
• Strong interpersonal and communication skills are a must
• Prior health insurance or life insurance experience a bonus
• Candidates with an active Life & Health insurance license are strongly preferred

About Company: We help people by providing affordable final expense, whole life, term, and IUL policies. We work with thousands of agents to reach as many people as possible across the country. We are focused on the things that matter. We never spend time or energy worrying about things that don’t either get us closer to our goals or help us accomplish our objectives. Our objectives are to help people by offering affordable final-expense products and to build up agents to be as successful as possible. We believe that just because something has always been done a certain way doesn’t mean it’s the best way. As a company, we are always looking for new ways to innovate and solve problems to continue working towards our desired results. As a company and individuals, we strive to operate at the highest moral standards. In the business, we work hard to do right by the people we serve.

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