The Hirsh Agency is an independent insurance agency that connects clients with licensed agents for life insurance solutions. They are seeking a Customer Success / Sales Manager to guide individuals and families through coverage options, maintain client communication, and provide ongoing support throughout the insurance process.
Responsibilities:
- Speak with individuals and families who have requested information about life insurance
- Explain coverage options and help clients choose plans that fit their needs
- Manage client communication from initial consultation through application
- Maintain follow-up and provide ongoing service as needed
- Complete training and stay up to date on product and compliance requirements
Requirements:
- Ability to speak with individuals and families who have requested information about life insurance
- Ability to explain coverage options and help clients choose plans that fit their needs
- Ability to manage client communication from initial consultation through application
- Ability to maintain follow-up and provide ongoing service as needed
- Willingness to complete training and stay up to date on product and compliance requirements