Job description
About the Role
Are you 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.
- 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.
- 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.
- Answer the phone when the client calls you.
- Part-time or full-time options available.
- Remote / work from home.
Qualifications
- Candidates must have a high school diploma or GED; a Bachelor's degree is a plus.
- Familiarity with the Microsoft Office suite.
- Previous health insurance or life insurance experience is a plus.
- Active Life & Health insurance license is a strong bonus.
- Customer service or experience as a sales representative are highly valued.
- Must reside in the USA.
- Must have a laptop or home computer, or be willing to get one.
- Must be a self-starter, accountable, goal-oriented, and willing to invest in yourself.
- Must be positive.
Compensation
- $100,000 at plan commission.