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 clients’ lives every day. If this sounds like a job you’d love, apply now! Responsibilities: • 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 • Assist current policyholders during the insurance claims process while overseeing existing insurance claims • 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 • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience • 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 • Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry responses, insurance eligibility, and questions concerning billing and insurance policies • Grow new business by generating a prospective client base via networking, asking for referrals, and other marketing strategies • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance portfolios to ensure mutual satisfaction • Attend training and obtain relevant licenses in a timely manner Qualifications: • Excellent verbal and written communication skills required • Client service experience as a sales representative a plus • 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 • Skilled with Microsoft Office • Highly self-motivated and self-disciplined with the ability to work effectively and independently • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others Compensation: $75,000 - $95,000 yearly

• 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 • Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry responses, insurance eligibility, and questions concerning billing and insurance policies • Grow new business by generating a prospective client base via networking, asking for referrals, and other marketing strategies • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance portfolios to ensure mutual satisfaction • Attend training and obtain relevant licenses in a timely manner