• 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
• Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date

• Strong interpersonal and communication skills are a must
• Client service experience as a sales representative a plus
• Proficiency with Microsoft Office products
• Must have graduated high school or received GED, a Bachelor’s degree is desired
• Background in the health insurance or life insurance industries preferred

We are a life insurance company that serves middle-income American. We take pride in our core values. We are going to do what is right for client 100% of the time. We have been in the life insurance business for 20+ years. We love helping new agents succeed.