Job Description

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today! Responsibilities:

• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances

Qualifications:

• Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
• High school diploma required; bachelor’s degree preferred
• Proficiency with accounting or sales-related software is helpful
• Candidates should have basic computer skills and be able to use Microsoft Office programs
• Candidates must have an insurance license

About Company: Helping you is what we do best...we live by our motto. If your passion is helping people too this may be the place for you.

Job Tags

Full time, Start working today, Flexible hours,

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