Licensed Insurance Sales Professional
1 day ago
About The Pedone Agency
The Pedone Agency is a dynamic and expanding insurance agency seeking a talented Life Insurance Sales Agent to join our team. As a dedicated and compassionate team player, you will have the opportunity to grow our list of prospective clients and onboard new clients, making a tangible difference in our clients' lives every day.
Key Responsibilities
- Address existing and prospective customer inquiries in a prompt and friendly manner, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies.
- Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping.
- Determine new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible.
- Assist current policyholders during the insurance claims process while overseeing existing insurance claims.
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business.
Requirements
- Willingness to obtain a Life & Health insurance license within 30 days.
- Customer service or sales experience is highly valued.
- High school diploma or equivalent required; Bachelor's degree preferred.
- Strong interpersonal and communication skills are essential.
- Familiarity with the Microsoft Office suite.
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