Insurance Sales Specialist
2 weeks ago
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.
- 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.
- Extended periods of sitting while performing desk duties.
- Occasional lifting of items not exceeding 10 lbs.
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