Insurance

• Prospect for business based on local networks, connections, and communities
• Conducting sales, service, and solicitation of all forms of insurance business
• Maximizing growth and client retention through superior customer service
• Developing accounts and cross selling available products and services
• Generating and pursuing new client opportunities
• Presenting our services and solutions at prospect meetings
• Bringing new business prospects to closure
• Retaining clients by maintaining solid business-to-business relationships

Employee Benefits Insurance Advisor

• Prospect for business based on your local networks, connections, and communities
• Conduct sales, service, and solicitation of all forms of insurance business
• Maximizing growth and client retention through superior customer service
• Developing accounts and cross selling available products and services
• Generating and pursuing new client opportunities
• Presenting our services and solutions at prospect meetings
• Bringing new business prospects to closure
• Retaining clients by maintaining solid business-to-business relationships

Commercial Insurance Advisor

• Manage AR claim follow up
• Review and transmit claims using electronic and manual methods
• Review patient bills for accuracy and completeness
• Obtain missing information as needed
• Identify and bill secondary or tertiary insurances
• Correct Medicaid claims via appropriate portal or DDE
• Identify opportunities to streamline billing process

Dental Insurance Specialist

• Perform insurance sales functions.
• Obtain quote information from Client.
• Complete Marshall Swift RCE if necessary.
• Quote risk & prepare application.
• Request photos of dwellings.
• Meet with clients to complete application and other required forms.
• Cross sell other insurance products offered by the agency or credit union.
• Mail or upload application to Insurance Company (if applicable: send RCE, quote, photos and/or payment with application).
• Enter client into AMS.
• Document new business activities and set up suspense's for any follow up.
• Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters.
• Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses.
• Perform other duties as assigned.

Personal Insurance Sales Agent

• Consult on life insurance products to customers.
• Assist customers with life insurance applications and claims.
• Provide customers with information on life insurance plans and options.
• Maintain compliance with life insurance regulations.

Life Insurance Agent Team Member

• Perform insurance sales functions
• Obtain quote information from Client
• Complete Marshall Swift RCE if necessary
• Quote risk & prepare application
• Request photos of dwellings
• Meet with clients to complete application and other required forms
• Cross sell other insurance products offered by the agency or credit union
• Mail or upload application to Insurance Company
• Enter client into AMS
• Document new business activities and set up suspense's for any follow up
• Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters
• Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses
• Perform other duties as assigned

• Verify patient dental insurance coverage and benefits
• Audit patient accounts as requested to ensure accuracy and compliance
• Manage and respond to client communications via email and fax
• Prepare and review dental insurance treatment estimates
• Perform additional duties as assigned by the Supervisor

See all jobs on JobTailor

Employee Benefits Insurance Advisor

Commercial Insurance Advisor

Dental Insurance Specialist

Personal Insurance Sales Agent

Life Insurance Agent Team Member

Personal Insurance Sales Agent

Personal Insurance Sales Agent

Dental Insurance Specialist