Overview
The whole job description
To meet the changing insurance needs of our clients by giving them life, health, car, homes, and business insurance.
Sells life, health, car, homes, and business insurance to meet the changing wants of its clients.
Builds a group of clients that will come back over time.
Puts together groups of possibilities.
Sets up fact-finding meetings and checks the amount of current service to find out what the clients’ specific needs are and how much money they have.
Finds out what the clients’ long-term goals are.
Gets approval from underwriters by filling out covering forms.
Delivers policy, plans future follow-up trips, and evaluates needs to finish coverage.
Keeps up with the latest information about the job by taking advantage of training chances, keeping up personal networks, and joining professional groups.
Improves the insurance company’s image by taking responsibility for meeting new and different requests and looking for ways to make work more valuable.
Required Skills
- Three or five years of experience in sales or customer service at the very least.
- 0440: A CSR license is a plus.
- 0240: A health insurance card would be nice.
- Fluent in both English and Spanish
- Able to do more than one thing at once.
- Able to handle a lot of calls coming in and going out.
- Saturdays are okay for work.
- Pay: $27,840 to $80,000 a year
