Insurance Professional

6 days ago


Tucson, Arizona, United States Advisor Employee Services Full time
About the Role

We are seeking a highly skilled and detail-oriented Insurance Professional to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and helping them navigate the complexities of Medicare and Health Insurance options.

Key Responsibilities
  • Meet with clients to advise them on Medicare and Health Insurance options, complete applications, and provide ongoing support and follow-up.
  • Work closely with our team to grow our client base and ensure clients have a positive experience when dealing with complex topics.
  • Assist with client communication, day-to-day technology, and maintain an organized and compliant filing system.
  • Provide exceptional customer service, ensuring clients feel valued and supported throughout the process.
  • Stay up-to-date on industry developments and best practices to provide the highest level of service to our clients.
Requirements
  • Intuitive, resourceful, and coachable with a strong attention to detail.
  • Life, Health, and Accident License in AZ preferred, with the ability to obtain certification within 30 days of hire.
  • 2+ years of experience working in a professional office and fast-paced environment.
  • Proficient skills with MS Office Suite and ability to use multiple systems daily.
  • Comfortable and familiar with CRM platforms, Salesforce preferred.
  • Financial and/or Insurance industry experience preferred, but not required.
What We Offer
  • A competitive salary of $40,000 plus commissions and opportunities for rapid growth.
  • Eligibility for benefits after 90 days, including medical, dental, and vision coverage.
  • Short and long-term disability, life insurance, and other optional benefits.
  • Generous PTO available after 90 days and a retirement plan match after 6 months.
Work Environment
  • Monday - Friday, 8:30am - 5:30pm, with some evenings and weekends required.
  • A dynamic and growing company with a reputation for excellence in the financial services industry.


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