Our rapidly-expanding insurance agency is looking for a full-time life insurance agent to join our team! You'll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We'll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we'd love to hear from you. Apply today!
• Process current policyholders' insurance claims while monitoring the status of existing insurance claims
• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
• 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 maintaining existing clients, including booking appointments, inquiry response, insurance eligibility, and 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
• High School diploma or equivalent required; Bachelor's degree preferred
• Skilled with Microsoft Office
• Strong interpersonal and communication skills are a must
• Candidates with an active Life & Health Insurance license are strongly preferred
• Prior health insurance or life insurance experience a bonus
P. R. Finanical is an independent marketing organization (IMO) in the finanical services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, medicare, senior benefits, and more. P. R. Finanical is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!
Our approach is simple. We believe in our people, we provide them a platform, we train them how to be amazing, mentor them to maturity, and cheer them on the way to becoming our partners. We want partners, not employees.
- Customer Service
- Financial Services
- Customer Retention
- Insurance Policies
- Understand Insurance Need