Number of Applicants
:000+
We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on our client’s lives excites you, start your application today. Responsibilities: Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping 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 Process current policyholders’ insurance claims while monitoring the status of existing insurance claims 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: Proficiency with Microsoft Office products High school diploma or equivalent required; Bachelor’s degree preferred Active Life & Health insurance license is a strong bonus Strong interpersonal and communication skills are a must Prior health insurance or life insurance experience a bonus About Company: At The Lucas Agency we approach our days with honesty, integrity, and respect. We are a systems-driven company that prefers to share success and advancement with everyone. Success is based on our teamwork. With a supportive attitude, our leadership team educates and trains each diverse agent individually.
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