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Skills
Claims Processingunmatched
Customer Retention/Renewalunmatched
Customer Support/Serviceunmatched
Economicsunmatched
Health Insuranceunmatched
Insuranceunmatched
Insurance Claimsunmatched
Legalunmatched
Licensingunmatched
Life Insuranceunmatched
Marketingunmatched
Negotiation Skillsunmatched
Organizational Skillsunmatched
Policy Developmentunmatched
Record Keepingunmatched
Salesunmatched
Sales Prospectingunmatched
Staff Motivationunmatched
Time Managementunmatched
Description
About the Insurance Agent Position
We're seeking a motivated and competitive worker to join our team as an Insurance Agent. As an Insurance Agent with P.R financial, you'll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals.
Our ideal candidate will have excellent customer service skills for working with a variety of clients. If you think you'd excel as an Insurance Agent, we'd love to hear from you.
Insurance Agent Responsibilities
Identify opportunities to sell life, health insurance to a variety of clients, working with them to find the policy that best suits their needs
Go through policies with clients so that they have an understanding of the insurance costs and benefits
Work alongside marketing team members to further client outreach
Work alongside insurance adjusters
Maintain all client records
Provide continual service by processing insurance renewals and working to retain clients
Track insurance claims to ensure the satisfaction of all parties
Distribute policy funds after a claim has been settled
Answer client and potential client insurance-related queries as needed
Insurance Agent Requirements
BA/BS in business, economics, or related field preferred
Appropriate insurance licensing where required by law
Excellent customer service skills
Superb communication and negotiation skills
In-depth knowledge of different types of insurance, including life, health insurance
Strong organizational and time-management skills
Proficient software skills, including Microsoft Office Suite