Insurance Sales (New and Existing Clients)
Leadership Positions Available - Licensed Agents
Career Changers Welcome - Experience not necessary - Training
Hours: Monday - Friday (8-5)
Business to Business
Virtual and In-person Interviews Available
This is an amazing role with a top-performing Brokerage in San
We're currently looking for individuals to fill our Insurance
Representative opening. Interested candidates should have a minimum
of 3 years of customer service or Insurance Agent experience within
the Insurance Industry. ( Entry level applications will be reviewed
and considered, contingent upon previous experience )
Responsibilities of the Insurance Representative
Complete our client’s Onboarding Process & Award-Winning
Training (classroom & out in the field with a personal mentor).
Establish New Relationships with Companies & Organizations
through Networking, Field Marketing, Social Media, LinkedIn,
Referrals & Warm Leads that come in through our client’s
Meet with Business Owners, Identify their Business Needs,
Discuss our client’s No-Cost Business Solutions, Schedule Employee
Education Meetings & Enroll Employees in our client’s Benefits
Learn and accurately use specific agency programs or operations
affecting assigned work.
Prioritize work and maintain an adequate workflow under pressure
in a fast-paced environment.
Assess customer issues, prioritize customer concerns,
de-escalate situations and determine the best course of action for
the customer and the company; escalating to management as
Perform administrative tasks, such as maintaining records and
handling policy renewals.
Requirements of the Insurance Representative
An Accident, Life & Health License, preferred
Minimum 3 years of customer service experience; preferably
working in the insurance industry or a medical office
Must have reliable transportation to and from work and/or
Rapid advancement for experienced leaders
No F1, OPT or CPT Visa Positions Available for this type of
Insurance Sales position. Benefit Advisors are Independent
Contractors. Applicants must be United States Citizens or Own a
Permanent Resident Card.