Insurance Admin - Path to Licensed Agent

Express Employment Professionals - Cincinnati East; Grand Junction (CO); On-site; USD 22,000 - 29,000; Full time

Job summary

Express Employment Professionals - Cincinnati East is seeking an administrative professional who ideally aims to become a licensed insurance agent. The employer offers training and licensing support, with potential career advancement into insurance sales.

The role requires strong Outlook calendar skills, multi-line phone handling, greeting clients, scanning, and proficiency with Adobe and Excel. Open Enrollment overtime is required Oct 15–Dec 15, with Sundays and Thanksgiving weekend off;

Qualifications

• Must have working knowledge of Outlook calendaring.
• Experience with multi-line phone systems.
• Comfortable greeting clients and scanning documents.
• Willing to pursue insurance licensing with company support.

Responsibilities

• Lead generation and sales through cold calling, networking, and referrals.
• Interview clients to assess financial situations and goals.
• Recommend and explain insurance products to protect clients.
• Process applications, issue quotes, and maintain client records.
• Assist with claims support and liaise with insurance companies.
• Complete continuing education credits to meet licensing requirements.

Skills

Outlook calendar management

Multi-line phone handling

Greeting clients

Scanning documents

Adobe

Excel

Navigating portals and systems

Tools

Outlook

Adobe Acrobat

Excel

Job description

Express Employment Professionals - Cincinnati East is seeking an administrative professional who ideally aims to become a licensed insurance agent. The employer offers training and licensing support, with potential career advancement into insurance sales.

The role requires strong Outlook calendar skills, multi-line phone handling, greeting clients, scanning, and proficiency with Adobe and Excel. Open Enrollment overtime is required Oct 15–Dec 15, with Sundays and Thanksgiving weekend off;