Job description
$89,000 - $101,000 yearly
Responsibilities:- Manage electronic and paper records and ensure all contracting paperwork is kept current
- 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
- Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
- Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- Proficiency with Microsoft Office products
- Candidates with an active Life & Health insurance license are strongly preferred
- Client service experience as a sales representative a plus
- Background in the health insurance or life insurance industries preferred
- Must have graduated high school or received GED, a Bachelor’s degree is desired
At Andrews Financial Group, our mission is to empower clients to achieve financial freedom and success through personalized solutions, integrity, innovation, diversity, education, and community engagement.
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