We are looking for a life insurance agent with an ambitious spirit and 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 clients’ lives excites you, start your application today.
Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
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
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
Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
Customer service or experience as a sales representative are highly valued
Active Life & Health insurance license is a strong bonus
Familiarity with the Microsoft Office suite
Background in the health insurance or life insurance industries preferred
Must have graduated high school or received GED, a Bachelor’s degree is desired
• Candidates with an active Life Insurance license or willingness to obtain - we help you
• Enjoy talking to & helping & building professional relationships with Clients
Our passion is serving - both our clients & our teammates!
Our industry is Life Insurance. We help people across the country find the financial solutions they need to protect their families & their futures. We have partnered with Industry-leading Carriers/Insurance Companies to provide our team with a portfolio of products they are proud to offer their clients.
We follow-up with families that have requested assistance and work with them to create a solution that best fits their needs and budget.
- Customer Service
- Financial Services
- Customer Retention
- Insurance Policies
- Understand Insurance Need