Life And Health Insurance Agent - Remote, United States - The JD Rogers Group

    The JD Rogers Group
    The JD Rogers Group Remote, United States

    2 weeks ago

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    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 client's lives excites you, start your application today.


    Responsibilities:

    • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
    • Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
    • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
    • Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
    • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
    • Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
    • Ensure all paperwork is up to date while maintaining databases, records, and bookkeeping
    • Expand new business by generating a prospective customer base and advertising our insurance products via networking, asking for referrals, cold calling, and other marketing strategies

    Qualifications:

    • Prior health insurance or life insurance experience a bonus
    • Strong interpersonal and communication skills are a must
    • High school diploma or equivalent required; Bachelor's degree preferred
    • Skilled with Microsoft Office
    • Customer service or experience as a sales representative are highly valued
    • Possesses outstanding interpersonal and communication skills
    • Candidates with an active Life & Health insurance license are strongly preferred
    • Previous health insurance or life insurance experience is a plus
    • Previous customer service or experience as a sales representative preferred
    • Candidates must have a high school diploma or GED; a Bachelor's degree is a plus

    About Company:
    We are an independent insurance broker agency with 17 years of experience.

    We have a passion for protecting clients with various life products such as life, mortgage protection, final expense, index universal life, fixed annuities, and an eliminate your debt solution.

    We have relationships with over 20 of the top A-rated companies in our industry. We work hard, have fun, and help one another.