Job 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:

• 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
• 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
• 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
• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping

Qualifications:

• Customer service or experience as a sales representative are highly valued
• Familiarity with the Microsoft Office suite
• Excellent verbal and written communication skills required
• Previous health insurance or life insurance experience a plus
• Candidates with an active Life & Health insurance license are strongly preferred

About Company: We are a life insurance company that serves middle-income Americans. We take pride in our core values. We are going to do what is right for the client 100% of the time. We have been in the life insurance business for 20+ years. We love helping new agents succeed.

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