Job Description
Job DescriptionBenefits/Perks
- Competitive pay
- Training and development
- Performance bonus
Job Description
We are seeking a professional Life Insurance Agent to join our team. In this role, you will be responsible for ensuring that each client has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with life insurance products.
Responsibilities
- Answer customer questions via phone and email
- Assist clients with new quotes, updating policies, payments, and other services
- Schedule appointments and maintain calendar
- Maintain detailed records of client interactions
- Assisting clients with insurance policy selection and enrollment
- Maintaining compliance with insurance regulations and company policies
- Providing accurate product information and customer support
- Managing client records and follow-ups
- Provide life and final expense insurance consultations to individuals and families
- Conduct needs analysis and recommends coverage based on financial goals and budgets
- Explain policy features, benefits, and long-term protection strategies in clear, simple terms
- Process applications, underwriting documents, and compliance forms
- Maintain ongoing client communication, follow-ups, and policy updates
- Collaborate with colleagues to provide comprehensive customer service
Qualifications - Knowledge of life insurance
- High school diploma/GED required, bachelor’s degree preferred
- Life insurance license required
- Excellent communication skills
- Excellent customer service skills
- Familiarity with Microsoft Office and other software applications