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
• Determine new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
• Assist current policyholders during the insurance claims process while overseeing existing insurance claims
• Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
• Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
Qualifications
• Background in the health insurance or life insurance industries preferred
• Familiarity with the Microsoft Office suite
• Possesses outstanding interpersonal and communication skills
• Previous customer service or experience as a sales representative preferred
• Active Life & Health insurance license is a strong bonus