About this role

Responsible for providing sales support for insurance clients by creating timely illustrations, sending of state specific and compliance forms, providing educational or point of sale documents
Outbound and Inbound calls
Ability to elicit a client’s needs with speed and composure
Answer questions for the clients specific to service inquiries and resolving problems, by responding orally, virtually, and or in writing
Able to navigate the Web and provide web-based documents to clients as needed
Be computer literate and efficient in Word, Excel
Provide input and support on new product and sales processes
Participation on Team and Individual Meetings
Have strong communication skills and great work ethic
Perform other duties as assigned

High School degree minimum
Ability to communicate effectively and professionally both verbally and written
Customer service skills
Multi-task in a fast-paced environment
Organized and can prioritize tasks
Ability to work as part of a team and independently
Must possess proficient computer skills and excellent knowledge of Microsoft Office products and Window-based applications
Proven to be highly dependable and self-motivator.
Is curious and able to ask probing questions to obtain necessary information.
Able to work across time zones with remote team members
Bilingual
English / Spanish Preferred
Active Life and Health license required
2026 AHIP completed

Temporary Insurance Agent – Sales

Key skills