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Customer Service Representative

2 months ago

Punta Gorda, Florida, United States Rustman Agency Full time
About The Rustman Agency

We are a leading insurance marketing organization, dedicated to providing our clients with a wide range of life insurance and annuity products. Our extensive portfolio includes Term, Mortgage Protection, Final Expense, UL, EIUL, Disability, Critical Illness, Annuity, EIA, SPIA, LTC, and more.

As a Field Underwriter with The Rustman Agency, you will play a crucial role in helping our clients protect their families and achieve their financial goals. You will be responsible for receiving information from interested homeowners and setting appointments with them to review their options and present customized solutions.

Key Responsibilities:
  • Receive and review client information to identify potential opportunities
  • Set appointments with clients to discuss their insurance needs and present customized solutions
  • Review and present options to clients, ensuring they understand their coverage and benefits
  • Work with clients to identify and address any concerns or questions they may have
  • Meet or exceed sales targets and performance metrics
Requirements:
  • High school diploma or equivalent required; degree in business, finance, or related field preferred
  • Valid driver's license and reliable transportation
  • Ability to work independently and as part of a team
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Basic computer skills and proficiency in Microsoft Office
What We Offer:
  • Competitive commission structure and uncapped earning potential
  • Extensive training and support to help you succeed
  • Opportunity to work with a leading insurance marketing organization
  • Collaborative and dynamic work environment
  • Professional development and growth opportunities

We are seeking a motivated and results-driven Field Underwriter to join our team. If you are a self-starter with a passion for helping others and a desire to succeed in a dynamic and fast-paced environment, we encourage you to apply.