Selfless Financial

2 jobs near Columbus, OH

Description We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help clients achieve their financial goals. You'll serve on ...

Description Jump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention ...

$100K/yr

Full-time, Part-time

Posted 9 days ago


Job description

Description
We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help 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 clients' lives excites you, start your application today.
Responsibilities
• Answer the phone when the client calls you
• Part-time or full-time
• Remote / work from home
• 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
• Process current policyholders' insurance claims while monitoring the status of existing insurance claims
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
• Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
• Determine new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
Qualifications
• Must reside in the USA
• Must have a laptop or home computer, or be willing to get one
• Must be a self-starter, accountable, goal-oriented, and willing to invest in yourself
• Must be able to invest in self
• Must be positive / no Debbie downers please
• Proficiency with Microsoft Office products
• Client service experience as a sales representative a plus
• Possesses outstanding interpersonal and communication skills
• Must have graduated high school or received GED, a Bachelor's degree is desired
• Previous health insurance or life insurance experience a plus