Insurance Sales Associate
4 weeks ago
**Key Responsibilities:**
* Meet with clients to understand their insurance needs and financial goals, providing expert advice on suitable health and life insurance products.
* Present and explain insurance policies to potential clients, customizing insurance solutions based on client needs and preferences.
* Assist clients with policy applications, renewals, and modifications, ensuring that clients are informed about changes in their policies and coverage.
* Guide clients through the claims process, ensuring timely and accurate submission of claims and follow-up as needed.
* Build and maintain strong relationships with clients, addressing client inquiries, concerns, and complaints with professionalism and empathy.
* Stay updated on industry trends, competitor products, and regulatory changes to provide relevant and up-to-date information to clients.
* Maintain accurate records of client interactions, policy details, and sales activities, ensuring compliance with all regulatory requirements and company policies.
**Qualifications:**
* High school diploma or equivalent; Bachelor's degree in Business, Finance, or a related field is preferred.
* Must hold a valid state insurance license for health and life insurance. Apex Insurance Solutions will assist with obtaining necessary licenses if not already held.
* Previous experience in insurance sales or customer service is a plus, but not required. Training will be provided.
* Strong communication and interpersonal skills, ability to explain complex insurance concepts in a clear and understandable manner, excellent problem-solving and analytical abilities, proficiency in using insurance software and Microsoft Office Suite, strong organizational skills and attention to detail.
**Benefits:**
* Competitive salary and commission structure
* Ongoing training and professional development opportunities
* A supportive and collaborative work environment
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