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 Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
โข 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
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 Process current policyholders' insurance claims while monitoring the status of existing insurance claims
Qualifications
โข Previous health insurance or life insurance experience a plus
โข High school diploma or equivalent required; Bachelor's degree preferred
โข Strong interpersonal and communication skills are a must
โข Proficiency with Microsoft Office products
โข Client service experience as a sales representative a plus