Life Insurance Specialist
4 weeks ago
Key Responsibilities
- Provide exceptional customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options and provide personalized recommendations.
- Work collaboratively with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Simple IRA
- Salary plus commission/bonus
- Health benefits
- Paid time off (vacation and personal/sick days)
- Valuable experience
- Growth potential/Opportunity for advancement within the agency
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Excellent communication skills - written, verbal, and listening
- Enthusiasm for the role insurance and financial products play in helping people manage risk and achieve their goals
- Self-motivation and pride in getting work done accurately and timely
- Ability to work in a team environment and make presentations to potential customers
- Achieve mutually agreed-upon marketing goals
- Experience in marketing
- Property and Casualty license (currently held)
- Life and Health license (able to obtain)
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