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Insurance Agent Supervisor

SENIOR TRUST LIFE LLC

Houston, TX

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JOB DETAILS
SKILLS
Budgeting, Business Development, Communication Skills, Corporate Policies, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Support/Service, Develop and Maintain Customers, Health Insurance, Insurance, Insurance Regulations, Insurance Sales, Leadership, Life Insurance, Maintain Compliance, Mentoring, Needs Assessment, Performance Analysis, Performance Management, Records Management, Regulatory Compliance, Sales Closing Skills, Training/Teaching, Writing Skills
LOCATION
Houston, TX
POSTED
30+ days ago
Benefits:
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off
  • Training & development

Job Functions
         Maintain compliance with insurance regulations and company policies
         Provide accurate information and customer support to clients
  • Coordinate the receipt of inbound calls from clients seeking information and guidance on health insurance options from agents
  • Coordinate the follow-up activities of agents with prospects via outbound calls to provide updates, address concerns, and close pending sales opportunities
  • Oversee the management of client records and follow-up with clients
  • Manage relationships with customers to ensure high client retention and loyalty
  • Coordinate the provision of life, health, and final expense insurance consultations to individuals and families
  • Maintain and update clients’ accounts
  • Conduct needs analysis and recommends coverage based on client's financial goals and budgets
  • Manage client relationship to ensure long-term growth
  • Develop new business via telephone, networking, referrals, and other sources.
  • Coordinate and supervise the performance of number of assigned agents.
  • Team mentoring, leadership and management
  • Prepare daily/weekly/monthly performance reports for management.

Job Requirements
  • Possession of active life insurance license is required
  • Minimum of five (5) years' experience in life insurance sales is required
  • First degree in any discipline is a plus
  • Excellent communication (written and oral)
  • Ability to supervise medium-sized team

About the Company

S

SENIOR TRUST LIFE LLC

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