Life Insurance Broker
Company: Shield Financial
Location: Remote
Posted on: January 26, 2023
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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
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here to apply!
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