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Job description
Insurance Agent AssistantLooking for an admin person that ideally would like to become a licensed insurance agent eventually (the clients will pay for training and licensing). Overtime required during Open Enrollment (October 15-December 15) with no days off except Sundays and the Thanksgiving weekend is non-negotiable. Requirements:Must have a working knowledge of Outlook calendaringMulti-line phone useGreeting clientsScanningAdobeExcelComfortable navigating in computer portals and systems.Key ResponsibilitiesLead Generation & Sales: Prospect for new clients via cold calling, networking, and referrals to grow a customer portfolio.Needs Analysis: Interview clients to determine their financial situations, existing coverage, and long-term goals.Policy Customization: Recommend and explain suitable insurance products to protect clients against financial loss.Administrative Duties: Process applications, issue quotes, manage client records, and handle policy renewals.Claims Support: Assist policyholders with the claims process and act as a liaison between the client and the insurance company.Licensing & Compliance: Complete continuing education credits and adhere to state and federal insurance regulations.Core Competencies & SkillsCommunication: Ability to explain complex policies in simple, client-friendly terms.Customer Service: Strong interpersonal skills to build trust, retain clients, and provide empathetic support during stressful claims.Sales & Negotiation: Confidence in closing sales, upselling, and overcoming objections.Financial Literacy: A solid grasp of financial products, risk management, and underwriting criteria.
Worksite address
grand junction, CO, 81506, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.