We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on clients’ lives excites you, start your application today.

• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
• Assist current policyholders during the insurance claims process while overseeing existing 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
• 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

• Familiarity with the Microsoft Office suite
• Strong interpersonal and communication skills are a must
• Previous customer service or experience as a sales representative preferred
• Candidates with an active Life & Health insurance license are strongly preferred
• High school diploma or equivalent required; Bachelor’s degree preferred