At Fortuity we believe in our people, and in doing good business for the good of our community. Here, you will be part of a growing organization with an opportunity for career development and advancement. Fortuity provides customer service and sales support for corporate clients through engaged and professional teams of experienced agents. Summary: Licensed Insurance Agent will assist in the enrollment and sales of life, health, property and casualty insurance to clients. Agents will provide additional follow-up service and support as needed according to changing insurance needs. Pay: $25-30/hr with performance based incentive opportunities Location: 775 West Broad, Columbus (Free parking + on a major COTA bus route) Assignment: Full Time, Non-Exempt Responsibilities: - Interact with customers via telephone, email, online chat, or in person to provide support and information on products or services
- Document all customer interactions in designated systems accurate
- Consult clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details
- Safeguarding non-public personal information (NPI) and always maintaining strict confidentiality
- Provides rate quotes and coverage recommendations; assists with long-term planning.
- Collect and enter orders for new or additional products or services
- Assist with completion of application and other necessary paperwork; obtain underwriting approval when needed
- Deliver policy and plan documents
- Field customer questions and complaints; when the issue is beyond the representative’s knowledge, escalate to the assigned specialist or other appropriate staff
- Follow up with clients on a periodic basis to assess financial, family, and other changes that may warrant modification of coverage
- Facilitate distributions to beneficiaries as directed on the death of the policyholder.
- Comply with all insurance regulations, security protocols, and workplace policies
- Perform other related duties as assigned
Education/Experience: - High school diploma or equivalent required; Bachelor’s degree preferred
- State licensure in Life and Health Insurance and/or Property and Casualty Insurance required; dual licensure highly preferred
- Customer service experience required
- Some sales experience, particularly in insurance
Knowledge/Skills: - Excellent verbal and written communication skills including active listening
- Service-oriented and able to resolve customer concerns
- Proficient computer skills with the ability to learn new software and operate multiple screens
- Thorough understanding of life insurance as an aspect of financial planning.
- Ability to clearly explain complex insurance policies and packages.
- Excellent emotional intelligence when discussing sensitive topics
Additional Requirements: - Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times
- Flexibility to work adjusted shifts, as necessary.
- Accept coaching and performance feedback to improve customer experience and operational performance
- Maintain a professional, respectful, and customer-focused demeanor in all interactions
Are you ready to join us in a welcoming team environment that values your contributions and helps you make a real difference in people’s lives? Start your career with Fortuity today! What differentiates Fortuity and makes us an employer of choice? Total Rewards: - Competitive base pay with incentive opportunities
- Basic essential coverage insurance plans for associates
- OnDemand Pay
Additional Offerings: - Fresh market vending
- On-site fitness center
- Clean, climate-controlled environment
…And more! Fortuity Calling, LLC, is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.
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