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Life and Health Insurance Agent

1 month ago


Richmond, United States C&G Consulting Group Full time
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

•Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
•Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
•Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
•Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
•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

Qualifications

•Skilled with Microsoft Office
•Active Life & Health insurance license is a strong bonus
•Previous customer service or experience as a sales representative preferred
•High school diploma or equivalent required; Bachelor's degree preferred
•Previous health insurance or life insurance experience a plus

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