Evaluate clients' insurance needs and financial status through consultations
Provide exceptional customer service during client onboarding and ongoing support
Book appointments and respond to inquiries regarding insurance eligibility and claims
Maintain up-to-date records and accurate bookkeeping
Benefits
Flexible scheduling options
Ability to work from home
Full Job Description
Job Responsibilities:
Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
Ensure all paperwork is up to date while maintaining records and bookkeeping.
Job Qualifications:
Great interpersonal, communication, leadership, and management skills
Must be 18 years or older
Active driver's license
Must be coachable, detail-oriented, and a team player.
Possesses outstanding interpersonal and communication skills.
An active Life Health insurance license is a strong bonus but not required.
