Job Description

Job Description

Job Description

Benefits/Perks

• Competitive pay
• Training and development
• Performance bonus 

Job Description
We are seeking a professional Life Insurance Agent to join our team. In this role, you will be responsible for ensuring that each client has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with life insurance products. 

Responsibilities

• Answer customer questions via phone and email
• Assist clients with new quotes, updating policies, payments, and other services
• Schedule appointments and maintain calendar
• Maintain detailed records of client interactions
• Assisting clients with insurance policy selection and enrollment
• Maintaining compliance with insurance regulations and company policies
• Providing accurate product information and customer support 
• Managing client records and follow-ups 
• Provide life and final expense insurance consultations to individuals and families
• Conduct needs analysis and recommends coverage based on financial goals and budgets
• Explain policy features, benefits, and long-term protection strategies in clear, simple terms 
• Process applications, underwriting documents, and compliance forms
• Maintain ongoing client communication, follow-ups, and policy updates
• Collaborate with colleagues to provide comprehensive customer service
  Qualifications
• Knowledge of life insurance 
• High school diploma/GED required, bachelor’s degree preferred
• Life insurance license required
• Excellent communication skills
• Excellent customer service skills
• Familiarity with Microsoft Office and other software applications

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