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Life Insurance Agent

Company: The Lucas Agency
Location: Remote
Posted on: May 25, 2023

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!


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


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

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