Hybrid Insurance Sales Leadership Trainee

American Senior Benefits; Maple Grove (MN); Hybrid; USD 50,000 - 100,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

American Senior Benefits, based in Maple Grove, MN, seeks professionals to interview clients, explain insurance options, and conduct field underwriting. You will ensure forms are completed, arrange payments, and follow up on claims, while building strong client relationships.

The role also involves recruiting and training insurance professionals, supporting the team to hit KPIs, and fostering a competitive, inclusive environment.

Qualifications

• Conduct initial interview to determine client needs and explain all available policy options.
• Conduct field underwriting with integrity.
• Ensure medical and other forms are filled out and submitted.
• Arrange a payment method with the applicant.
• Follow up on claims filed by clients.
• Follow up with clients on a scheduled basis for support.
• Establish and support team members to hit KPIs.
• Become a subject matter expert in senior insurance solutions.

Responsibilities

• Interview clients to assess needs and explain options.
• Perform field underwriting with integrity and accuracy.
• Ensure all forms and documentation are completed and submitted.
• Coordinate payment methods with applicants.
• Follow up on claims and client inquiries.
• Support and train team members to meet KPIs.
• Maintain a competitive, inclusive team environment.

Skills

Strong communication skills

Leadership experience

Adaptability

Work ethic

Job description

American Senior Benefits, based in Maple Grove, MN, seeks professionals to interview clients, explain insurance options, and conduct field underwriting. You will ensure forms are completed, arrange payments, and follow up on claims, while building strong client relationships.

The role also involves recruiting and training insurance professionals, supporting the team to hit KPIs, and fostering a competitive, inclusive environment.