Insurance

• Serve as a primary point of contact for clients, managing inbound and outbound communications
• Efficiently resolve inquiries to ensure a seamless and positive customer experience
• Connect with customers via phone/email/chat/social media to address their questions and/or concerns
• Calmly attempt to resolve and de-escalate any issues
• Track all call related information for auditing and reporting purposes

Seasonal Licensed Insurance Representative

• Consult with clients to assess their insurance needs & recommend suitable coverage
• Educate clients on policy options and help them make informed decisions
• Manage the full sales cycle from prospecting to closing deals
• Maintain relationships with clients and provide ongoing policy support
• Stay up to date with industry trends and product knowledge

Licensed Life Insurance Agent

• Meet with client members to assess their insurance needs and recommend appropriate coverage.
• Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
• Build and maintain a network of client members through referrals, networking events, and community engagement.
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
• Meet or exceed business development goals.

Insurance Agent, Trained

• Personalized Member Consultations: Meet with individuals and families to understand their current financial situation and long-term goals, offering tailored life insurance and investment-based solutions (once state certifications and company sponsored training are achieved).
• Financial Guidance: Educate members on a variety of financial tools including life insurance, retirement planning, college savings, and other asset protection strategies.
• Member Lead Engagement: Meet with existing member leads provided through local marketing efforts and community engagement initiatives.
• Relationship Building: Provide exceptional, ongoing service to members with regular reviews and check-ins to adjust financial plans as life evolves.
• Community Engagement: Actively build your network through relationship-based prospecting, local involvement, referrals, and member events.
• Training and Growth: Participate in Modern Woodmen’s mentorship and training programs to sharpen your professional skills and explore paths to leadership.
• Goal Achievement: Meet or exceed performance benchmarks for member activity, plan implementation, and retention.
• Compliance & Ethics: Adhere to all industry regulations, company policies, and state licensing requirements, maintaining the highest standards of professionalism, integrity, and ethical conduct in all member interactions.

Insurance Agent – Training

• Work complex to intermediate payer denials requiring entry level understanding of payer reimbursement methodologies and billing guidelines
• Identify and resolve denials through research, appeal, correcting and rebilling claims
• Verify and update insurance coverage using EHR tools, payer websites, or phone calls
• Process late charges using the late charge functionality
• Generate and release complex itemized statements and medical records.
• Identify payer plan issues and work with SBO leadership to address them
• Support Lean principles of continuous improvement with energy and enthusiasm
• Deliver customer service and/or patient care in a manner promoting goodwill, timeliness, efficiency, and accuracy

Temporary Insurance Follow-up Specialist

• Provide case design support through phone and Teams consultations, delivering creative, tailored solutions.
• Apply sound judgment, analytical thinking, and independence to evaluate each case and develop recommendations.
• Evaluate insurability by aligning proposed insureds with carriers and products.
• Document each interaction in the CRM system and complete timely follow-up activities for every case.
• Identify new opportunities and take appropriate action.
• Connect with top advisors to share relevant information and guidance.

Life Insurance Case Design Analyst

Insurance Agent, Training

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Generate leads through networking, referrals, and company-provided resources
• Educate clients on available policies and coverage options
• Follow up with prospects to close sales and maintain customer satisfaction
• Stay informed about industry trends and product offerings
• Work independently while collaborating with a supportive team

Insurance jobs in Oklahoma

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