Life Insurance Agent
Company: The Lucas Agency
Location: Remote
Posted on: May 25, 2023
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Job Description:
Looking for a chance to achieve new career heights on a
dedicated, compassionate team of successful insurance agents? Our
insurance agency is expanding and needs the help of a life
insurance agent to grow our list of prospective clients and onboard
new clients. Our ideal candidate is great with people, a naturally
talented salesperson, and harbors incredible customer service
skills and a passion for helping those in need. You'll have an
opportunity to help a thriving insurance team succeed and make a
tangible difference in our clients' lives every day. If this sounds
like a job you'd love, apply now!
Responsibilities:
Identify new client insurance needs, insurance risk, goals, current
coverage, and financial situation by scheduling meetings for new
customers, ensuring a personalized experience
Maintain databases, records, and bookkeeping, ensuring all
paperwork is up to date
Onboard incoming and retain existing clients via a variety of
customer service tasks, such as appointment booking, and responding
to inquiries regarding billing, coverage, eligibility, and
insurance policies
Process current policyholders' insurance claims while monitoring
the status of existing insurance claims
Develop a prospective customer base and advertise our insurance
products through referrals, cold calling, networking, and other
marketing strategies to secure new business
Qualifications:
Previous health insurance or life insurance experience a plus
Must have graduated high school or received GED, a Bachelor's
degree is desired
Current Life & Health insurance license is greatly valued
Possesses outstanding interpersonal and communication skills
Customer service or experience as a sales representative are highly
valued
About Company:
At The Lucas Agency we approach our days with honesty, integrity,
and respect. We are a systems-driven company that prefers to share
success and advancement with everyone. Success is based on our
teamwork. With a supportive attitude, our leadership team educates
and trains each diverse agent individually. -
Keywords: The Lucas Agency, Eugene , Life Insurance Agent, Sales , Remote, Oregon
Click
here to apply!
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