What are the responsibilities and job description for the Insurance Agent position at Optavise?
Optavise is a trusted partner for businesses and HR professionals, committed to fostering a healthier and happier workforce. By providing a cohesive suite of benefits solutions, including streamlined enrollment technology and customizable voluntary benefits, we empower employers to optimize costs and increase employee engagement. Our year-round benefits education and advocacy ensure employees make informed decisions to maximize their healthcare options. Partnering with Optavise means access to expert resources that deliver measurable outcomes, including improved employee satisfaction, retention, and financial wellbeing. Join us in revolutionizing the way benefits are delivered and utilized.
This full-time on-site Insurance Agent role is based in Miami, FL. The Insurance Agent will be responsible for delivering tailored insurance solutions, consulting clients on available policies, and building strong, lasting relationships. Day-to-day tasks include conducting needs assessments, selling insurance products, providing excellent customer service, and managing insurance portfolios. The role also involves collaborating with clients to ensure they make informed decisions about their coverage and benefits plans.
- Proficiency in Insurance Sales, Insurance, and Insurance Brokerage
- Solid understanding of Finance as it relates to insurance and benefits
- Strong Customer Service skills, including effective communication and relationship management
- Relevant work experience in the insurance or financial services industries
- Hold valid state insurance licenses as required
- Proactive problem-solving and ability to work in a team-oriented environment