The agent is responsible for building accurate insurance quotes across carriers and ensuring coverage aligns with client needs. They must also manage policy servicing tasks such as endorsements, renewals, and cancellations while maintaining accurate documentation.
We are seeking a motivated and detail-oriented US Citizen Licensed Health & Life Insurance Agent to join our team. The ideal candidate will have experience in quoting and policy servicing, with a strong understanding of insurance products and customer service best practices.
Key Responsibilities:
1. Quoting
Build complete and correct quotes across carriers
Ensure coverage, limits, and deductibles align with client needs and prior policies
Navigate carrier systems efficiently and produce quotes within expected timeframes
2. Policy Servicing
Process endorsements, renewals, cancellations, and rewrites correctly
Maintain complete and accurate documentation in the system
Identify and flag any coverage gaps or inconsistencies
Requirements
U.S. Citizen (Mandatory)
Active US Insurance Health & Life License (required)
1 year of experience in the insurance industry
Proven knowledge of Health & life insurance
Knowledge of quoting processes and policy servicing
Strong communication and interpersonal skills
Excellent attention to detail and organizational skills
Ability to multitask and work in a fast-paced environment
Proficiency with CRM systems and Microsoft Office tools
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