Job Description
Responsibilities and Duties
Develop positive working relationships with clients
Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs
Deliver policy proceeds after a claim is filed and approved
Communicate with Insurance Adjusters about the life cycle of each claim
Explain the differences in policy specifics so clients can make informed decisions about their purchases
Assist with obtaining underwriting approval
Respond to clients’ questions and complaints
Follow up with clients after initial meetings or conversations
Participate in continuing education programs in both insurance and sales
Qualifications and Skills
Willing to obtain 2-15 insurance license within the required time
Strong written and verbal communication skills
Pleasant telephone manner
Ability to explain complex issues and concepts to customers so that they understand them fully
Transportation required
Must be able to pass background screening
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