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Life Insurance Agent
2 months ago
About National Life Group
National Life Group is a leading provider of life insurance and financial services. Our mission is to help individuals and families secure their financial futures.
Job Summary
We are seeking a highly motivated and driven Insurance Agent to join our team. As an Insurance Agent, you will be responsible for helping clients understand their insurance needs and providing personalized solutions to protect their financial well-being.
Key Responsibilities
- Client Relationship Management: Build and maintain strong relationships with clients through regular reviews and proactive communication.
- Prospecting and Client Acquisition: Use various prospecting methods to acquire new clients and build a sustainable practice through referrals.
- Policy Management: Analyze clients' needs and provide informed recommendations to optimize their insurance coverage.
- Custom Solutions: Develop personalized insurance strategies for clients considering their financial goals and risk tolerance.
- Team Collaboration: Work with our team of experts to enhance client services and contribute to team success.
- Continual Learning: Stay up-to-date with insurance regulations and trends to offer cutting-edge advice.
- Claims Support: Aid policyholders with the insurance claims process while supervising the progress of current insurance claims.
- Business Development: Grow new business by generating a prospective customer base and advertising our insurance products via networking, referrals, and other marketing strategies.
- Customer Service: Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, responding to inquiries, and addressing insurance eligibility and claim submissions questions.
- Record Management: Manage electronic and paper records and ensure all contracting paperwork is kept current.
- Needs Assessment: Determine new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible.
Requirements
- Entrepreneurial Spirit: Possess a strong motivation and drive to succeed in a sales environment.
- Integrity: Demonstrate a high level of integrity and professionalism in all interactions.
- Analytical Skills: Possess strong analytical and problem-solving abilities to effectively manage client relationships and insurance needs.
- Insurance Experience: Previous experience in insurance sales is preferred but not required. Customer service or sales experience is highly valued.
- License Requirements: Candidates with an active Life & Health insurance license are strongly preferred.
- Communication Skills: Possess excellent verbal and written communication skills to effectively communicate with clients and colleagues.
- Technical Skills: Familiarity with the Microsoft Office suite is required.
