Life Insurance Agent

Company: UniTrust Financial Group
Location: Remote
Posted on: March 13, 2023

Job Description:

We are looking for a life insurance agent with 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:

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 claims process while supervising the progress of current insurance claims
Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies


Qualifications:

Candidates must have a high school diploma or GED; a Bachelor's degree is a plus
Background in the health insurance or life insurance industries preferred
Candidates with an active Life & Health insurance license are strongly preferred
Customer service or experience as a sales representative are highly valued
Familiarity with the Microsoft Office suite


About Company:
Here at UniTrust Financial Group, we approach our days with honesty, integrity, and respect. We are a systems-driven company that prefers to share successes with everyone.



We have a belief that if we take good care of our agents, they will take good care of their clients. Every day, we put our best foot forward with a dedication to innovation and integrity.

Keywords: UniTrust Financial Group, Eugene , Life Insurance Agent, Sales , Remote, Oregon