Job Description
$90,000 at plan commission
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
- Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
- 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
- Familiarity with the Microsoft Office suite
- Previous customer service or experience as a sales representative preferred
- Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
- Prior health insurance or life insurance experience a bonus
- Active Life & Health insurance license is a strong bonus
Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Please visit the following to learn more about us…www.NatFin.Net
Agency of The Guardian Life Insurance Company of America, New York, NY.
The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY, and its subsidiaries.
2020-106787 (Exp. 8/22)
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