Life Insurance Agent Job at PlanRight Financial - Cameron, NC, Fayetteville, NC

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  • PlanRight Financial - Cameron, NC
  • Fayetteville, NC

Job Description

Our rapidly-expanding insurance agency is looking for a full-time life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today! Responsibilities:

  • Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
  • 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
  • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
  • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
  • Develop a prospective customer base using our qualified lead platform in combination with referrals, networking, and creative marketing strategies to secure new business
Qualifications:
  • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
  • Candidates with an active Life & Health insurance license are strongly preferred
  • Possesses outstanding interpersonal and communication skills
  • Skilled with Microsoft Office
  • Previous customer service or experience as a sales representative preferred
About Company: Benefits: Leads generated in-houseIndustry-proven hands-on training

Job Tags

Full time,

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