Life Insurance Broker

Company: Shield Financial
Location: Remote
Posted on: January 26, 2023

Job Description:

We are looking for a life insurance agent with a professional spirit and amazing customer service skills to join our fast-growing insurance agency and help our 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 our clients' lives excites you, start your application today.

Responsibilities:
--- Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
--- Manage electronic and paper records and ensure all contracting paperwork is kept current
--- Expand our prospective customer base and market our insurance products via including networking, referrals, leads, and various marketing strategies to bring in new business
--- Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
--- Determine new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
--- Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
--- Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
--- Determine new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
--- Aid policyholders with the insurance claim process while supervising the progress of current insurance claims

Qualifications:
--- Candidates must have a high school diploma or GED; a Bachelor's degree is a plus
--- Client service experience as a sales representative a plus
--- Previous health insurance or life insurance experience a plus
--- Excellent verbal and written communication skills required
--- Candidates with an active Life & Health insurance license are strongly preferred

About Company:
We are a family-owned broker agency. We have a passion for protecting our clients with various life products such as life, mortgage protection, final expense, index universal life, fixed annuities, and an eliminate-your-debt solution. We have relationships with over 20 of the top A-rated companies in our industry. Our agents are like family. We work hard, have fun, and help one another in reaching each other's goals.

Keywords: Shield Financial, Eugene , Life Insurance Broker, Sales , Remote, Oregon