Insurance Specialist jobs in United States
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Bankers Life · 20 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.

CrowdfundingFinancial Services

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

Insurance Brokerage practicesFinance knowledgeClient relationship managementOrganizational skillsCustomer Service skillsLicensesCertificationsCommunication skillsSelf-motivatedTime management skills

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

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Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.

Funding

Current Stage
Late Stage

Leadership Team

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Aubrey West
Recruiting Coordinator and Bankers Life l CNO Financial
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Dan Vigil, CLTC
Branch Partner/Unit Field Trainer
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Company data provided by crunchbase