Virtual Insurance Agent
3 weeks ago
We are seeking a highly skilled Virtual Insurance Agent to join our team at The Bourdon Agencies. As a key member of our virtual insurance agency, you will be responsible for identifying sales opportunities, developing marketing strategies, and providing exceptional customer service to our clients.
Key Responsibilities:
- Sales and Marketing:
- Identify prospective clients through various channels, including networking, referrals, and digital platforms.
- Develop and implement effective marketing strategies to promote insurance products to potential customers.
- Present and sell insurance policies to clients through virtual meetings and communications.
- Customer Relationship Management:
- Establish and maintain strong relationships with clients to understand their insurance needs and provide personalized service.
- Conduct regular follow-ups and reviews of clients' insurance policies to ensure coverage is current and appropriate.
- Handle client inquiries and service requests promptly and professionally.
- Policy and Claims Management:
- Assist clients in completing insurance applications and ensure all documentation is accurate and complete.
- Explain policy terms, conditions, and coverage details to clients.
- Guide clients through the claims process and provide support in filing and resolving claims.
- Administrative Duties:
- Maintain accurate records of client interactions, policies, and transactions.
- Prepare reports on sales activities and customer interactions.
- Stay updated on industry trends, regulations, and new insurance products.
Requirements:
- High school diploma or equivalent required; bachelor's degree in business, finance, or a related field preferred.
- Completion of a course with a plan to obtain relevant insurance licenses as required by state/provincial regulations.
- Previous experience in insurance sales or customer service is advantageous but not required.
What We Offer:
- Commission-based weekly pay.
- Opportunities for ongoing training and professional development.
- Support for obtaining additional insurance certifications and licenses.
About Us:
The Bourdon Agencies is a dynamic virtual insurance agency dedicated to providing personalized insurance solutions that empower clients to make informed decisions about their coverage. With a focus on innovation and customer service, we leverage cutting-edge technology to build strong relationships with clients while offering a flexible work environment for our team.
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