Insurance Protection Specialist
5 days ago
We are seeking a highly motivated and results-driven Insurance Protection Specialist to join our team at David Franck Insurance Agency Inc. As an Insurance Protection Specialist, you will be responsible for selling insurance policies to clients, providing them with the necessary information to make informed decisions about their insurance needs.
Key Responsibilities- Sales and Business Development:
- Generate leads through various methods, including networking, referrals, and marketing campaigns.
- Schedule appointments and meet with potential clients to discuss their insurance needs.
- Present and explain insurance products to clients, highlighting benefits and coverage options.
- Customize insurance programs to suit individual client needs.
- Achieve or exceed sales targets and quotas.
- Client Relationship Management:
- Build and maintain strong, long-term relationships with clients.
- Provide ongoing support and service to clients, addressing their inquiries and concerns promptly.
- Conduct regular reviews of clients' insurance policies to ensure they remain appropriate and cost-effective.
- Assist clients with claims processing and follow-up.
- Product Knowledge and Education:
- Stay informed about various insurance products, including life, health, property, casualty, and business insurance.
- Keep up-to-date with changes in insurance regulations and industry trends.
- Educate clients on the insurance policies they purchase and how these meet their needs.
- Administrative Duties:
- Prepare and submit insurance applications and policy renewals.
- Maintain accurate records of client interactions and transactions.
- Follow up with underwriters and provide necessary information for policy approval.
- Ensure all documentation is complete and accurate.
- Compliance and Ethics:
- Ensure all sales activities comply with state and federal regulations and company policies.
- Conduct business with the highest level of ethical standards and integrity.
- Team Collaboration:
- Work collaboratively with other team members and departments to ensure seamless client service.
- Participate in team meetings and training sessions to enhance knowledge and skills.
- Qualifications:
- Education: High school diploma or equivalent; a bachelors degree in Business, Finance, Marketing, or a related field is preferred.
- Experience: Previous experience in insurance sales, customer service, or a related field is advantageous.
- Licensing: Must hold or be willing to obtain relevant state insurance licenses (Property & Casualty, Life & Health).
- Skills: Excellent communication, negotiation, and interpersonal skills. Strong analytical and problem-solving abilities. Proficiency in using CRM software and Microsoft Office Suite.
- Attributes: Self-motivated, goal-oriented, and able to work independently. Ability to build trust and rapport with clients. High level of integrity and professionalism.
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Asset Protection Specialist
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Tinley Park, Illinois, United States Primus Ortho Full timeInsurance Verification Specialist & Appointment SchedulerPrimus Ortho is in search of a skilled Insurance Verification Specialist & Appointment Scheduler to enhance our operations. This essential position focuses on confirming the accuracy of patient insurance details, addressing billing discrepancies, and managing appointment scheduling across various...
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Tinley Park, Illinois, United States Primus Ortho Full timeInsurance Verification Specialist & Appointment SchedulerPrimus Ortho is looking for a skilled Insurance Verification Specialist & Appointment Scheduler to enhance our operations. This essential position focuses on confirming the accuracy of patient insurance data, addressing billing discrepancies, and coordinating appointments across various locations.Key...
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Insurance Eligibility Specialist
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