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
Acting as a liaison between carriers and clients
Ability to elicit a client’s needs with speed and composure
Answering questions for the clients specific to service inquiries and resolving problems, by responding orally, virtually, and or in writing
Having a passion to deliver top quality service
Able to navigate the Web and provide web-based documents to clients as needed
Being computer literate and efficient in Word, Excel
Providing input and support on new product and sales processes
Participation on Team and Individual Meetings
Performing outbound and inbound calls
Performing other duties as assigned

Previous Insurance or financial experience is preferred
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
High School degree minimum
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 is highly encouraged
Active Life and Health license required
2024 AHIP completed

Insurance Agent, Sales

Key skills