What are the responsibilities and job description for the Life Insurance Sales Agent position at Shelter Insurance?
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.
Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date.
Job Type: Permanent
Pay: $35,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- Paid time off
Supplemental Pay:
- Bonus opportunities
- Commission pay
Work Location: In person
Salary : $35,000 - $75,000