Life and Health Insurance Agent (Hybrid)

We are an established insurance brokerage seeking a licensed life and health insurance agent for a client-facing role. This position will be responsible for transacting insurance sales of employee benefit products. This is a self-managed position that includes a high level of marketing, servicing, renewing, and identification of insurance needs for new and existing clients within a targeted market. Incumbents must establish and maintain positive, professional relationships with prospects and clients.

DUTIES AND RESPONSIBILITIES

• Prospecting, networking, and cold-calling activities
• Obtain information necessary to submit RFPs
• Data entry of prospect information and applications in agency management software
• Maintain contact with prospects to develop a business relationship
• Prepare and deliver proposals to clients and prospects
• Ensure documents and forms are prepared to bind insurance coverage
• Participate in account strategy meetings as needed
• Delegate assignments appropriately to team members with clearly communicated due dates, timelines, and expectations
• Stay abreast of current legislation and compliance changes relative to assigned accounts
• Identify potential problems and develop solutions
• Provide support and guidance to team members as needed for various projects and assignments
• Maintain open, effective and constructive communication with account managers

QUALIFICATIONS

The requirements listed below are representative of the knowledge, skills, and/or abilities to perform, successfully, in this position. Requests for reasonable accommodations to enable individuals with disabilities to perform essential functions of the position are subject to review and discussion within an interactive process.

• Effective oral and written communication skills
• Maintain cordial and effective relationships with clients, co-workers, carriers, vendors and other business contacts
• Read, analyze and interpret insurance policy documents and regulations
• Knowledge of employer group health insurance products and usage, with the ability to explain additional coverage and gaps
• Ability to solve practical problems
• Prioritization and organizational skills
• Computer proficiency, using various software programs
• Professional work ethic

EDUCATION, EXPERIENCE, KNOWLEDGE

• Bachelor’s degree (B.A.) is preferred; or equivalent combination of education and insurance experience.
• Minimum of five years’ experience; seven to ten years’ experience is preferred.
• CA Life and Health Agent License