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

• Responsible for evaluating performance through call monitoring of Insurance lines of business within the Club
• Conduct routine and non-routine monitoring, evaluating calls in an objective and non-bias manner
• Attending call calibrations meetings and providing candid feedback
• Identifying and providing written recommendations of observable behaviors requiring coaching
• Documenting feedback in CRM and QA database

Insurance Quality Control III

• Responsible for managing Insurance Sales and Developing New Business to increase sales and overall sales volume.
• Will be responsible for direct oversight of a team of Sales Managers and their teams of sales agents.
• Promotes a culture of coaching, mentoring, and growth in a growing Insurance Sales organization.
• Oversees the activities of the Insurance sales managers and staff.
• Limits Errors and Omissions exposures by ensuring compliance with standardized procedures.
• Analyzes historical performance, market factors, competitor’s position and accessibility of products to develop procedures, programs and performance measures to achieve sales and service goals.
• Oversees implementation, monitors results, and initiates corrective action.
• Ensures that Club policies and procedures are followed.

Director, Insurance Sales

• Responsible for inbound and outbound phone sales of life insurance products
• Timely follow up on all sales leads
• Accurately implement the entire sales process
• Meet monthly/quarterly sales goals
• Document all conversations with clients accurately

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

• Commission-Only with uncapped earning potential
• Average new agents earn $800–$1,200 per policy
• Full-Time: $80K–$300K+ your first year
• Agency Owners: $200K–$500K+ annually in system-driven income

Life Insurance Agent – Entry Level

• Lead the development and execution of integrated marketing campaigns across digital and print channels
• Partner with sales and channel leadership to identify opportunities that drive advisor engagement and revenue growth
• Create clear, compelling messaging that simplifies complex life insurance and annuity concepts for advisors and clients
• Develop and deliver marketing content including brochures, sales collateral, presentations, email campaigns, social media, web content, and case studies
• Track campaign performance, lead generation and results to ensure effectiveness and opportunities for improvement
• Manage projects end-to-end, ensuring timelines, quality, and compliance requirements are consistently met
• Support product or initiative launches with positioning, messaging, and go-to-market strategies
• Collaborate cross-functionally with internal stakeholders and external partners to deliver high-quality marketing programs that align with partner goals and requirements
• Work closely with compliance teams to ensure all communications meet regulatory standards
• Develop targeted strategies for key distribution partners, market segments, and focus firms
• Contribute to advisor and internal training initiatives through marketing and educational content

Senior Marketing Consultant – Life Insurance, Annuities

• 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
• Being a liaison between carriers and clients
• Making outbound and inbound calls
• Answering questions for clients specific to service inquiries and resolving problems
• Being able to navigate the Web and provide web-based documents to clients as needed
• Providing input and support on new product and sales processes
• Participation on Team and Individual Meetings
• Performing other duties as assigned

Insurance Agent Sales

• Lead growth and retention efforts across a portfolio of institutional insurance clients
• Deepen and expand relationships by identifying new opportunities for Fidelity’s investment solutions
• Asset Class expertise positioning various thought leadership and investment product topics
• Thrive in a team environment of strong investment professionals within the Relationship Manager Team
• Provide market intelligence and client feedback to help shape Fidelity’s product strategy and initiatives
• Represent Fidelity at key industry events and client meetings as a thought leader and trusted partner

Insurance jobs in Rhode Island

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Seasonal Licensed Insurance Representative

Insurance Quality Control III

Director, Insurance Sales

Licensed Life Insurance Agent

Insurance Agent, Trained

Life Insurance Agent – Entry Level

Senior Marketing Consultant – Life Insurance, Annuities

Insurance Agent Sales

Senior Marketing Consultant – Life Insurance, Annuities

VP, Relationship Management – Insurance/Sub Advisory