Job Description

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our 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:

• 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
• Assist current policyholders during the insurance claims process while overseeing existing insurance claims
• Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
• Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
• Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders

Qualifications:

• Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
• Skilled with Microsoft Office
• Excellent verbal and written communication skills required
• Customer service or experience as a sales representative are highly valued
• Current Life & Health insurance license is greatly valued
• Self-motivated and hardworking

About Company: Our agency is looking to bring on multiple new agents with exceptional customer service experience to become a part of our independent insurance agency. Our award-winning agency focuses on putting clients first—we represent the top carriers in the industry—this means we can get each client the best product for their needs!

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