Insurance Career Development Opportunity

4 weeks ago


Dallas, Texas, United States PR Financial Full time

Established in the financial services industry, PR Financial is a pioneering independent marketing organization (IMO) that excels in the insurance marketplace. Our mission is to empower agents by providing them with a platform, training, and mentorship, allowing them to become successful partners.



As a Life and Health Agent with PR Financial, you will have the opportunity to contribute to the growth of our thriving insurance team. Your primary responsibility will be to evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.



Key responsibilities include:



Key Responsibilities


  • Evaluate Insurance Needs: Conduct in-depth consultations to assess new customers' insurance requirements, risks, existing coverage, and long-term goals.
  • Expand Customer Base: Develop and implement strategies to expand our prospective customer base, including Qualified Leads, networking, referrals, and various marketing approaches.
  • Process Insurance Claims: Efficiently process current policyholders' insurance claims while monitoring the status of existing claims.
  • Manage Contracting and Bookkeeping: Ensure all contracting paperwork is up-to-date, maintain databases, records, and bookkeeping with precision.
  • Provide Exceptional Customer Service: Offer warm and professional customer service to onboard new clients, maintain existing relationships, and address inquiries, insurance eligibility, claim submissions, and billing concerns.


Required Skills and Qualifications

To succeed in this role, you will need:




  • Proficiency in Microsoft Office: Demonstrate expertise in Microsoft Office products to effectively manage tasks and communicate with clients.
  • Client Service Experience: Showcase a strong background in client service, preferably as a sales representative, to deliver exceptional customer experiences.
  • Industry Knowledge: Possess a background in the health insurance or life insurance industries, with a strong understanding of the complexities and regulations.
  • Education: Hold a high school diploma or equivalent, with a Bachelor's degree preferred.
  • Strong Interpersonal and Communication Skills: Exhibit exceptional interpersonal and communication skills to build strong relationships with clients and colleagues.


Compensation

As a Life and Health Agent with PR Financial, you can expect a highly competitive salary, ranging from $86,000 to $135,000 annually, depending on your experience and performance.



About PR Financial

PR Financial is a forward-thinking independent marketing organization (IMO) in the financial services industry, specializing in the insurance marketplace. We act as independent advisors and brokers for products in life insurance, health insurance, retirement, annuities, medicare, senior benefits, and more.



Our Approach

We believe in our people and provide them with a platform to succeed. Our approach is centered around empowering agents to become successful partners, rather than employees. We offer training, mentorship, and support to help our agents thrive in the industry.



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