Life & Health Insurance Sales Agent

Pacific Ridgeway • California, US

Posted 2 hours ago

Description

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

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
Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
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
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
Assist current policyholders during the insurance claims process while overseeing existing insurance claims

Qualifications

Must have graduated high school or received GED, a Bachelor’s degree is desired
Previous health insurance or life insurance experience a plus
Current Life & Health insurance license is greatly valued
Previous customer service or experience as a sales representative preferred
Familiarity with the Microsoft Office suite

Compensation

$40,000 - $94,000 yearly

About Pacific Ridgeway

Your Legacy, Is Our Legacy. Independent insurance and financial planning for families nationwide.