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Insurance Agent, Sales
Integrity Marketing Group LLCSales Support professional providing assistance to insurance clients at Trusted Senior Specialists. Creating illustrations, managing compliance forms, and needing a high school degree with insurance experience.
About the role
Key responsibilities & impact- Responsible for providing sales support for insurance clients by creating timely illustrations
- Sending of state specific and compliance forms
- Providing educational or point of sale documents
- Acting as a liaison between carriers and clients
- Ability to elicit a client’s needs with speed and composure
- Answering questions for the clients specific to service inquiries and resolving problems, by responding orally, virtually, and or in writing
- Having a passion to deliver top quality service
- Able to navigate the Web and provide web-based documents to clients as needed
- Being computer literate and efficient in Word, Excel
- Providing input and support on new product and sales processes
- Participation on Team and Individual Meetings
- Performing outbound and inbound calls
- Performing other duties as assigned
Requirements
What you’ll need- Previous Insurance or financial experience is preferred
- Ability to communicate effectively and professionally both verbally and written
- Customer service skills
- Multi-task in a fast-paced environment
- Organized and can prioritize tasks
- Ability to work as part of a team and independently
- High School degree minimum
- Must possess proficient computer skills and excellent knowledge of Microsoft Office products and Window-based applications
- Proven to be highly dependable and self-motivator
- Is curious and able to ask probing questions to obtain necessary information.
- Able to work across time zones with remote team members
- Bilingual is highly encouraged
- Active Life and Health license required
- 2024 AHIP completed
Benefits
Comp & perks- Competitive compensation package
- Remote work options
- Family-like environment
- Professional opportunities for career acceleration
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance experiencefinancial experiencecustomer service skillsproficient computer skillsMicrosoft OfficeWindows-based applicationssales supportcompliance formseducational documentsillustrations
Soft Skills
effective communicationprofessional communicationmulti-taskingorganizational skillsprioritizationteamworkindependencedependabilityself-motivationcuriosity
Certifications
Active Life and Health license2024 AHIP