What are the responsibilities and job description for the Life insurance sales position at PlanRight Financial - Cameron, NC?
Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to develop our list of prospective clients and onboard new clients.
Our ideal candidate is great with people, a talented salesperson, and harbors incredible customer service skills and a passion for helping those in need.
You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in clients’ lives every day.
If this sounds like a job you’d love, apply now!
Compensation :
$100,000 at plan earnings
Responsibilities :
- Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
- Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
- Manage electronic and paper records and ensure all contracting paperwork is kept current
- Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
- Develop a prospective customer base using our qualified lead platform in combination with referrals, networking, and creative marketing strategies to secure new business
Qualifications :
- Customer service or experience as a sales representative are highly valued
- Background in the health insurance or life insurance industries preferred
- Must have graduated high school or received GED, a Bachelor’s degree is desired
- Proficiency with Microsoft Office products
About Company
Planright is an insurance and financial services organization that is obsessed with serving!
We serve clients by creating and protecting their wealth. We serve our partner brokers by creating systems that empower them to build their franchise and secure their future.
Last updated : 2024-11-26
Salary : $100,000