Job Overview
We are seeking a motivated and dynamic individual to join our team. The ideal candidate will be organized, detail-oriented, and possess strong leadership and communication skills. With the support of a base salary, plus the opportunity for commission and bonuses, you will receive training and backing of a tenured team as you onboard.
-Design and implement effective marketing strategies to sell new insurance policies or adjust existing ones
-Contact potential clients and create rapport by networking, cold calling, using referrals, etc.
-Appraise the needs of business or individual customers and sell suitable protection plans
-Conduct needs-based customer policy reviews
-Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
-Keep sales databases, customer records, and related organizational tools current to accurately report the progress of marketing and sales efforts
-Engage with clients to assess their insurance needs and provide tailored solutions
-Maintain accurate records of client interactions and transactions in compliance with HIPPA regulations
-Provide ongoing support to clients, addressing any questions or concerns regarding their policies.
-Maintain state insurance licensing.
-Any other duties set forth by management.
Experience
Experience in delivering customer-centered solutions and creating long-lasting relationships
Goal-oriented with a passion for achieving financial success
Skilled at networking and committed to the community in which you work
High level of integrity with a track record of showing consistency between words and actions
Licensed in property, casualty, and life insurance—or committed to obtaining licenses within 30 days of being hired
-A valid insurance license may be required based on state regulations; willingness to obtain necessary certifications is essential.
If you are a dedicated professional with a passion for organization and leadership, we encourage you to apply for this rewarding Assistant Office Manager position.
Job Type: Full-time
Pay: $37,000.00 - $150,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Experience:
- Microsoft Office: 1 year (Preferred)
- Customer service: 1 year (Preferred)
Work Location: Hybrid remote in Waunakee, WI 53597
