Job Description
Job DescriptionJob Functions
- Maintain compliance with insurance regulations and company policies
- Provide accurate product information and customer support to clients
- Manage client records and follow-up with clients
- Support clients with insurance policy selection and enrollment
- Nurture relationships with customers to ensure high client retention and loyalty
- Champion the meeting of performance and compliance standards
- Coordinate the provision of life, health, and final expense insurance consultations to individuals and families
- Maintain and update clients’ accounts
- Oversee the development/generation of new businesses
- Conduct needs analysis and recommend product based on financial goals and budgets
- Act as the service champion who delivers exceptional customer service at all times.
- Maintain ongoing client communication and follow-ups on and policy updates
- Manage client relationship to ensure long-term growth
- Coordinate and supervise number of assigned agents
- Team mentoring, leadership and management
Job Requirements
- Possession of active life insurance license is required
- First degree in relevant discipline
- Minimum of five (5) years' experience in life insurance sales
- Excellent communication (written and oral)
- Ability to supervise medium-sized team