Key skills
Communication
About this role
Role Overview
- Responsible for the management of advanced life insurance cases
- Partners with Broker General Agents and/or Insurance Carriers to gather required medical information
- Collects and analyzes clients' financial information
- Coordinates the syndication of coverage across multiple insurance companies
- Exercises judgment to develop presentations (15-20 per month)
- Services large, complex accounts (>1500 clients)
- Prepares annual reviews to focus on policy retention
Requirements
- High School Diploma or equivalent
- 3+ years Insurance Industry Experience
- Life and Health Insurance Designation
- Excellent communication skills both verbal and written
- Life Insurance experience
- Ability to communicate clearly and concisely
- Flexibility, adaptability and ability to work under pressure
- Outstanding judgment, problem-solving ability and resourcefulness
Benefits
- Flexible work arrangement
- Health insurance
- Professional development opportunities