Description
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
โข Assist current policyholders during the insurance claims process while overseeing existing insurance claims
โข 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
โข Determine new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
โข Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
โข Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
Qualifications
โข Skilled with Microsoft Office
โข Possesses outstanding interpersonal and communication skills
โข Prior health insurance or life insurance experience a bonus
โข Current Life & Health insurance license is greatly valued
โข Client service experience as a sales representative a plus