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 clients’ lives every day. If this sounds like a job you’d love, apply now! Responsibilities: • 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 • Manage electronic and paper records and ensure all contracting paperwork is kept current • Assist current policyholders during the insurance claims process while overseeing existing insurance claims • 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 • 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: • Previous health insurance or life insurance experience a plus • Proficiency with Microsoft Office products • Must have graduated high school or received GED, a Bachelor’s degree is desired • Strong interpersonal and communication skills are a must • Active Life & Health insurance license is a strong bonus • 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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