Life & Health Insurance Sales Agent

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients.

Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You'll have an opportunity to help a thriving insurance team succeed and make a tangible difference in clients' lives every day. If this sounds like a job you'd love, apply now!

Responsibilities

• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
• Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
• 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
• 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
• Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business

Qualifications

Compensation

$87,000 - $98,000

About The Colie Group

If you've ever been told you're too competitive, too driven, or that you "work too hard" - welcome home!

The Colie Group was established in 2015. Our championship team is dedicated to cultivating valued relationships with our elite business partners and the thousands of clients' lives we have impacted. We provide superior sales expertise with integrity, backed by six generations of experience. Our agency offers a personalized approach to providing tailored solutions to each of the clients' needs - from the young to the elderly.

Our pursuit has always been anchored by purpose, on purpose.

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