Ability to connect with families and understand their unique insurance needs.
No criminal history, as we take the safety and security of our clients very seriously.
Strong reading, writing, listening, and speaking skills to effectively communicate with clients and carriers.
Ability to set goals and achieve them.
Ability to manage your own schedule and prioritize tasks effectively to meet deadlines.
Ability to manage your own business and take ownership of your success.
Responsibilities:
Connecting with families and understanding their unique insurance needs to help them find insurance solutions that fit their budget and coverage requirements.
Reviewing client medical history and prescription history to ensure that the applications your clients apply for are likely to be approved by the insurance carriers.
Writing and submitting applications for clients accurately and in a timely manner.
Ensuring that requirements specified by carriers for applications are provided, so applications can be completed successfully and approved.
Staying in touch with clients periodically to ensure they are pleased with the policies they have started and addressing any questions or concerns they may have.
