What are the responsibilities and job description for the Life and Health Benefits Producer position at CROSS POINTE INSURANCE ADVISORS, LLC?
Company Overview
A dedicated insurance broker specializing in providing comprehensive life and health insurance solutions. Our team is passionate about helping clients secure their futures through tailored coverage options and exceptional service.
Job Overview
This is a full-time role for a Life and Health Benefits Producer, based in Oklahoma City, OK. The key responsibilities include developing and maintaining relationships with clients to assess their insurance needs and create tailored solutions. Salary plus commissions.
Responsibilities
The role involves selling life and health insurance products, identifying new business opportunities, and providing expert guidance and support throughout the client onboarding and policy management process. In this role, you will work closely with internal teams to meet sales targets and deliver exceptional customer service.
Qualification
- Proven expertise in sales, insurance, and customer relationship management
- Strong knowledge of life and health insurance products and related regulations.
- Excellent communication, negotiation, and interpersonal skills
- Ability to assess client needs and develop customized insurance solutions
- Organizational and time-management skills to handle multiple client accounts effectively
- Proficiency in insurance management software and familiarity with industry trends
- Relevant licenses for selling life and health insurance
- Minimum educational requirement: High school diploma or equivalent; Bachelor’s degree preferred
Job Types: Full-time, Permanent
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person