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American Senior Benefits · 2 months ago

WI-Eau Claire Sales Management Trainee (HEAR FROM OUR AGENTS!)

US-WI-Eau Claire

Full-time

Hybrid

New Grad, Entry Level

$50K/yr - $100K/yr

American Senior Benefits is dedicated to serving those in need of insurance, especially seniors. The Sales Management Trainee will conduct client interviews to assess needs, explain insurance options, and support team members in achieving performance goals.

FinanceFinancial ServicesInsuranceRetirement

Growth Opportunities

Responsibilities

Conduct an initial interview to determine the needs of the client. Introduce and clearly explain all available insurance policy options to the clients

Conduct field underwriting with utmost integrity

Ensure that all medical and other necessary forms are filled out and submitted

Arrange a payment method with the applicant

Follow up on claims filed by clients

Process all insurance policy requests

Follow up with clients on scheduled basis for outstanding support

Establish and support team members to hit agreed upon KPIS

Become a subject matter expert in senior insurance solutions

Follow approved guidelines, training, and support to recruit and train a team of insurance professionals

Maintain a competitive, fun, inclusive environment