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
•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
•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
•Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
•Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
•Process current policyholders' insurance claims while monitoring the status of existing insurance claims
Qualifications
•Self-motivated and hardworking
•Excellent verbal and written communication skills required
•Familiarity with the Microsoft Office suite
•Previous customer service or experience as a sales representative preferred