Bankers Life · 10 hours ago
Insurance Specialist
Bankers Life is a respected provider focusing on insurance and investment needs for middle-income Americans. The Insurance Specialist role involves educating clients about insurance products, developing customized solutions, and maintaining strong relationships while guiding clients through policy selection and claims assistance.
BankingFinancial ServicesInsurance
Responsibilities
Educating clients about insurance products
Developing customized solutions to meet client needs
Maintaining strong relationships
Guiding clients through the process of selecting policies
Assisting with claims
Ensuring a positive customer service experience
Collaboration with other team members
Staying informed of industry trends
Qualification
Required
Proficiency in Insurance and Insurance Brokerage practices
Knowledge or experience in Finance and related concepts
Strong Communication and Customer Service skills
Ability to build and maintain client relationships
Comfortable working in a hybrid setting with flexibility to adapt between office and remote work
Self-motivated with excellent organizational and time management skills
Preferred
Licenses or certifications in insurance or finance are a plus
Company
Bankers Life
Bankers Life is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions.
Funding
Current Stage
Late StageLeadership Team
Recent News
2023-10-11
Company data provided by crunchbase