Job Description

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 our clients’ lives every day. If this sounds like a job you’d love, apply now! Responsibilities: • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date • Aid policyholders with the insurance claims process while supervising the progress of current insurance claims • Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience • Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies Qualifications: • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus • Proficiency with Microsoft Office products • Active Life & Health insurance license is a strong bonus • Customer service or experience as a sales representative are highly valued • Previous health insurance or life insurance experience a plus • Strong work ethic: You recognize the irreplaceable value of hard work and what it takes to achieve your financial goals • High integrity: You uphold high standards of professionalism and ethics and embrace the opportunity to become a highly visible member of your community • Proven history of leadership/management: You have a proven background in building and managing within a business development role • Life and Health Insurance License (Preferred) • Excellent communication and presentation skills About Company: CW Solutions values balance and flexibility - work as much or as little as you'd like! Also, have great commissions and a simple and straightforward advancement track to gain raises every 2 months! Discovering a mutual fit in our hiring process is very important to us, as we don't align with everyone, and we recognize you feel the same way. We look forward to learning more about you!

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