A life insurance agent sells policies that are paid out to beneficiaries upon the insured’s death. They are responsible for marketing and selling to potential clients, generating a list of qualified leads using social media, referrals, and other outreach tactics, determining the best policy fit for new clients, and navigating current policyholders through the claims process. A life insurance agent will schedule meetings to consult with new clients, field inquiries from both prospective and current clients, and ensure all digital and physical paperwork is current, filed, and organized. They may be employed as captive agents, working exclusively for one insurance company, or they may work independently, selling policies for several insurance companies.
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!
Life Insurance Agent responsibilities
Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
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
Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
Assist current policyholders during the insurance claims process while overseeing existing insurance claims
Manage electronic and paper records and ensure all contracting paperwork is kept current
Life Insurance Agent qualifications
High school diploma or equivalent required; Bachelor’s degree preferred
Active Life & Health insurance license is a strong bonus
Previous health insurance or life insurance experience a plus
Previous customer service or experience as a sales representative preferred
Proficiency with Microsoft Office products
Possesses outstanding interpersonal and communication skills
Life Insurance Agent compensation
$57,356 (National Average)
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