What are the responsibilities and job description for the Final Expense Agent position at Eagan Insurance Agency?
As a Final Expense Agent at Eagan Insurance, you will help clients secure affordable final expense insurance policies, ensuring their loved ones are protected from the financial burden associated with end-of-life expenses. This role requires excellent customer service skills, a deep understanding of final expense policies, and the ability to provide compassionate support to individuals planning for the future.
Your primary responsibility will be to guide clients through the process of selecting and purchasing life insurance solutions designed to cover funeral costs, medical bills, or any remaining debts. You will play an essential role in ensuring peace of mind for families during difficult times.
Key Responsibilities:
- Consult with Clients:
- Identify the unique needs of clients and recommend appropriate final expense insurance plans.
- Conduct detailed policy reviews to ensure clients fully understand their coverage options.
- Sales and Client Relationship Management:
- Engage new leads through phone calls, emails, and in-person meetings.
- Build and maintain lasting relationships with policyholders by providing ongoing support and assistance.
- Policy Management:
- Assist clients with policy applications, underwriting processes, and policy adjustments if needed.
- Ensure all documents are complete, accurate, and submitted within specified timelines.
- Compliance and Reporting:
- Maintain up-to-date knowledge of final expense products and industry regulations.
- Adhere to insurance laws and company policies, ensuring ethical sales practices.
- Track personal sales performance and provide regular reports to supervisors.
Qualifications:
- High school diploma or equivalent (Bachelor's degree preferred).
- State insurance license (or willingness to obtain one).
- Previous experience in life insurance sales, customer service, or a related field is a plus.
- Strong communication and interpersonal skills, with a focus on empathy and active listening.
- Ability to work independently and manage multiple client accounts effectively.
- Proficiency with CRM tools and insurance management software.
Why Join Eagan Insurance?
- Competitive Pay: Base salary plus commissions on policies sold.
- Flexible Work Environment: Option to work remotely or on-site.
- Training and Development: Access to professional training and sales support.
- Growth Opportunities: Potential for career advancement within the company.
- Meaningful Work: Make a difference by helping clients prepare for the unexpected.