Insurance Agent Team Lead

Sherrill Insurance Agency

Insurance Agent Team Lead

Fort Myers, FL
Full Time
Paid
  • Responsibilities

    Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Insurance agency is expanding and needs the help of a life insurance agent to grow a list of prospective clients and onboard new clients. Ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. This role involves both team leadership and individual sales responsibilities, with a focus on coaching representatives, building efficient processes, and supporting overall production. You’ll have an opportunity to help a thriving insurance team and make a tangible difference in clients’ lives every day. If this sounds like a job you’d love, apply now! Responsibilities: • Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies • 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 • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • Assist current policyholders during the insurance claims process while overseeing existing insurance claims • Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies Qualifications: • Active Life & Health insurance license is a strong bonus • Familiarity with the Microsoft Office suite • Strong interpersonal and communication skills are a must • Previous customer service or experience as a sales representative preferred • Previous health insurance or life insurance experience a plus Compensation: $92,000 - $123,000 yearly

  • Compensation
    $92,000-$123,000 per year