Job Description

Job Description

Job Description

ROLE DESCRIPTION:
{{ account.name }} is seeking a qualified and empathetic professional for the role of {{ job.name }}. As a customer-oriented expert, you will market the Life/Health insurance services and products to benefit customers and their families. Your experience equips you to continually grow your income as you provide the necessary support and reassurances. 

As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset. 

RESPONSIBILITIES:

• Offer life and health insurance policies to new and existing customers.
• Conduct needs analysis to identify insurance products for customers.
• Explain policy features, benefits, and exclusions to customers.
• Assist customers with claims and policy changes.
• Develop and maintain customer relationships.
• Stay updated on industry trends and new product offerings.
• Ensure compliance with state and federal regulations.

QUALIFICATIONS:

• State insurance license for life and health insurance.
• Communication and interpersonal skills.
• Ability to understand and explain complex insurance products.
• Sales experience, preferably in insurance.
• Detail-oriented with excellent organizational skills.
• Ability to build and maintain customer relationships.
• Proficiency with insurance agency software.

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