Life Insurance Agent

4 weeks ago


Dallas, Texas, United States Allen Harmon Insurance Agency Full time

Life Insurance Agent Opportunity

We are seeking a skilled Life Insurance Agent to join our team at Allen Harmon Insurance Agency. As a Life Insurance Agent, you will be responsible for growing a list of prospective clients, marketing our insurance products, and showcasing our offerings to new customers. You will also help policyholders navigate the claims process and provide exceptional customer service.

Key Responsibilities:

  • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking and responding to inquiries regarding billing, coverage, eligibility, and insurance policies.
  • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers and ensuring a personalized experience.
  • Expand our prospective customer base and market our insurance products via networking, referrals, cold calling, and various marketing strategies to bring in new business.
  • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping.
  • Process current policyholders' insurance claims while monitoring the status of existing insurance claims.

Requirements:

  • Customer service or experience as a sales representative are highly valued.
  • Must have graduated high school or received GED, a Bachelor's degree is desired.
  • Previous health insurance or life insurance experience a plus.
  • Proficiency with Microsoft Office products.
  • Candidates with an active Life & Health insurance license are strongly preferred.


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