Insurance

• 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 Agent – High Level Strategy

• Respond to inbound calls from prospective customers for personal line auto, home, motorcycle, and other specialty insurance policies
• Educate customers on insurance policy details such as coverage and pricing
• Prepare and bind quotes through our carriers
• Effectively problem solve and objection handle to remove barriers from the customer purchasing the policy with Jerry
• Provide attentive, high energy conversation with customers that show we are actively engaged in finding a policy that best fits each individual's needs

Licensed Insurance Sales Agent

Insurance Sales Agent

• 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

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

Insurance Agent – Training

• Find innovative ways to respond to varying questions, issues, and concerns.
• Inbound and outbound calls with prospective and existing customers.
• Provide exceptional customer service during all interactions.
• Completing sales with customers.
• Answering and addressing customer questions/concerns.
• Gathering data from customers to understand their needs.
• Generating quotes.
• Educating customers on coverage and costs.
• Upsell when available.

Bilingual Property & Casualty Licensed Insurance Representative

Independent Life Insurance Agent

• 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

• 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

• Evaluate commercial business sites for multiple lines of insurance coverage, loss prevention and risk assessment.
• Assist insurers in their policy underwriting and pricing decisions through onsite observations and reporting.
• Use effective planning and organizational skills to schedule and complete commercial business site visits and reports.
• Professionally represent Verisk and our customers via phone, in person and in written correspondence.
• Execute on our data quality commitment using your eye for detail and communication skills in completing accurate and customer-centric reports.

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