Insurance and Financial Services Career Opportunity
3 weeks ago
Key Responsibilities
- Provide prompt, accurate, and friendly customer service, including 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.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- 401K
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Life Insurance / Disability Insurance
- Health Insurance benefits
- Flexible hours
- Growth potential/Opportunity for advancement within my agency
- Interest in marketing products and services based on customer needs
- Excellent interpersonal skills
- Excellent communication skills - written, verbal and listening
- Enthusiasm about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
- Ability to conduct interviews in the office and in customer's home or business
- Ability to explain complex financial issues in understandable terms
- Property and Casualty license (must be able to obtain)
- Life and Health license (must be able to obtain)
- Bachelor's degree required
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