Job Overview
We are seeking a motivated and dynamic Insurance Broker to join our team. In this role, you will be responsible for helping clients navigate their insurance needs by providing expert advice and tailored solutions. You will engage in outside sales activities, build strong relationships with clients, and ensure they understand the various insurance products available to them. Your ability to communicate effectively and analyze client needs will be essential in delivering exceptional customer service.
Duties
Develop and maintain relationships with clients through networking and referrals.
Conduct thorough assessments of client needs to recommend appropriate insurance products.
Provide detailed information on policy options, coverage limits, and benefits administration.
Assist clients in completing applications and processing claims as needed.
Stay updated on industry trends, regulations, and changes in insurance products.
Utilize telemarketing strategies to reach potential clients and expand the customer base.
Collaborate with team members to enhance service delivery and client satisfaction.
Ensure compliance with HIPAA regulations when handling sensitive client information.
Build strong relationships with the community.
Build strong relationships with key community partners.
Experience
Proven experience in outside sales or retail sales is preferred.
Strong background in customer service with a focus on building long-term relationships.
Bilingual candidates are highly desirable to cater to a diverse clientele.
Familiarity with benefits administration and the ability to analyze client needs effectively is a plus.
Excellent communication skills are essential for conveying complex information clearly.
Former educators, trainers, tutors and counselors are welcome to apply.
Must be willing to obtain your OH Life & Health Insurance license.
Join our team as an Insurance Broker where you can make a significant impact on clients' lives while advancing your career in route to financial freedom!
