Life Insurance Agent

Life Insurance Agent job summary

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)