The Colie Group
Position Overview
Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in clients’ lives every day. If this sounds like a job you’d love, apply now!
Responsibilities
Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
Qualifications
Previous customer service or experience as a sales representative preferred
Active Life & Health insurance license is a strong bonus
Strong interpersonal and communication skills are a must
Life insurance license (or willingness to obtain)
Reliable transportation for client meetings
Compensation $87,000 - $98,000 per year
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Responsibilities
Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
Qualifications
Previous customer service or experience as a sales representative preferred
Active Life & Health insurance license is a strong bonus
Strong interpersonal and communication skills are a must
Life insurance license (or willingness to obtain)
Reliable transportation for client meetings
Compensation $87,000 - $98,000 per year
#J-18808-Ljbffr