If you are searching for an excellent opportunity to grow your career as a life insurance agent, this job is for you! We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies. Apply today for a rewarding career in a stable, industry-leading company centered on doing what is right for its customers! Responsibilities: • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • Identify new client insurance needs, insurance risks, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience • 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 • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims Qualifications: • High school diploma or equivalent required; Bachelor’s degree preferred • Candidates with an active Life and Health insurance license are strongly preferred • Previous customer service or experience as a sales representative preferred • Possesses outstanding interpersonal and communication skills • Familiarity with the Microsoft Office suite Compensation: $70,000 - $90,000 at plan yearly
• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • Identify new client insurance needs, insurance risks, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience • 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 • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims