North American Senior Benefits ยท 1 day ago
Insurance Agent
North American Senior Benefits is eager to take their business to the next level by hiring an experienced insurance agent. The role involves maintaining and growing customer portfolios, developing strategies for promoting insurance contracts, and providing personalized insurance solutions to clients.
Responsibilities
Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
Qualification
Required
Candidates should have basic computer skills and be able to use Microsoft Office programs
Excellent communication, customer service, analytical, and interpersonal skills are necessary
Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
High school diploma mandatory; four-year undergraduate degree strongly preferred
Preferred
Experience with accounting and or sales lead software is a plus
We are looking for go-getters who are ready to take their careers to the next level
Company
North American Senior Benefits
North American Senior Benefits is an insurance brokerage firm that provides life insurance, marketing solutions and financial services.
Funding
Current Stage
Late StageRecent News
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