Insurance Sales Specialist

2 weeks ago


Tomball, Texas, United States Alera Group Full time
Position Overview:
Alera Group is in search of a Life & Health Producer to enhance our operations.

About Us:
We are committed to fostering an environment where our employees can thrive, learn, and contribute positively to our community.

Role Responsibilities:
  • Develop and manage a portfolio focused on Medicare and Under-65 clients.
  • Engage in proactive outreach to generate leads through various channels including networking and referrals.
  • Exhibit expertise in product knowledge, preparing accurate quotes, and delivering effective presentations.
  • Guide clients in selecting suitable insurance plans with informed recommendations.
  • Identify opportunities for cross-selling additional coverages tailored to client needs.
  • Efficiently process applications and ensure a seamless sales experience.
  • Participate in ongoing training to stay informed about products and industry standards.
  • Deliver exceptional customer service to all clients.
  • Compile reports to track departmental performance metrics.
  • Maintain compliance with industry regulations and internal protocols.
  • Fulfill any additional duties as assigned by management.
Qualifications:
  • High school diploma or equivalent.
  • Minimum of 2 years of sales experience.
  • At least 2 years of experience in Health and Life Insurance.
  • Possession of an active Health & Life Insurance License in Texas.
  • AHIP Certification (or willingness to obtain within 3 months).
  • Strong interpersonal and client service skills with a focus on relationship building.
  • Adaptability and eagerness to learn and develop professionally.
  • Excellent verbal and written communication abilities.
  • Team-oriented mindset with a collaborative approach to achieving organizational goals.
  • Strong organizational skills and attention to detail.
  • Proficient time management skills with a track record of meeting deadlines.
  • Able to thrive in a fast-paced and sometimes high-pressure environment.
  • Familiarity with Microsoft Office Suite or similar software.
  • Ability to sit for extended periods while working on a computer.
Physical Requirements:
  • Extended periods of sitting while performing desk duties.
  • Occasional lifting of items not exceeding 10 lbs.
Alera Group is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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