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Life Insurance Agent

P.R. Financial

Life Insurance Agent

Charlotte, NC
Paid
  • Responsibilities

    We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on our client’s lives excites you, start your application today. 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 • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims • Manage electronic and paper records and ensure all contracting paperwork is kept current • Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business Qualifications: • Candidates with an active Life & Health insurance license are strongly preferred • Must have graduated high school or received GED, a Bachelor’s degree is desired • Background in the health insurance or life insurance industries preferred • Possesses outstanding interpersonal and communication skills • Familiarity with the Microsoft Office suite • 18 years or older • Willing to be coachable Compensation: $86,000 - $132,000