Job Description

Looking to join a dedicated, compassionate team of thriving insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow the list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in clients’ lives every day. If this sounds like a job you’d love, apply now! Responsibilities: • 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 • 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 • Aid policyholders with the insurance claims process while supervising the progress of current insurance claims • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible • In addition to your own prospecting ability and the assistance of our lead generation system, you'll be responsible for scheduling new appointments • Manage product applications and keep up to date with the processing of new applications according to the individual carrier product requirements • Continuously provide outstanding professional customer service by being courteous to clients and respecting their privacy at all times while onboarding new clients and/or maintaining existing clients • Being able to attend agency-provided training and meetings • Meeting your contract validation Qualifications: • Candidates with an active Life & Health insurance license are strongly preferred • Strong interpersonal and communication skills are a must • High school diploma or equivalent required; Bachelor’s degree preferred • Proficiency with Microsoft Office products • Prior health insurance or life insurance experience a bonus • Current Life & Health insurance license is required • Possesses outstanding interpersonal and communication skills • Previous life insurance experience is a must, at least 2 years • Must have an Active Life License in the state you reside in (But having Both Life and Health License is Greatly Valued ) • This is a remote position in the United States, so you must reside in the U.S. and be able to legally work in the United States • Insurance Sales and/or prior Sales position experience is highly valued • Excellent verbal and written communication skills required About Company: We have been working with individuals and businesses across the country for decades. Each of our agents has extensive and professional experience. Combined, we have more than 150 years of experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

Job Tags

Contract work, Remote job,

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