Insurance Appointment & Needs Analyst

American Income Life Insurance Company; United States; Remote; USD 35,000 - 50,000; Full time

Job summary

American Income Life Insurance Company is seeking a motivated individual to handle customer interactions and policy creation. The role involves distributing benefit enrollment materials, scheduling client meetings, and responding to inquiries. You will work closely with management to stay updated on products and services. Ideal candidates should demonstrate strong communication skills and a client-focused approach. This position is essential in supporting our customers' needs and ensuring they are informed about their coverage options.

Responsibilities

• Distributes all benefit enrollment materials and determines eligibility.
• Schedules meetings with clients.
• Dispatches incoming customer phone calls.
• Accepts customer calls and returns customer inquiries.
• Responds to client requests for coverages while representing their best interests.
• Creates and explains individualized policies via the Needs Analysis system.
• Works and learns from management teams to stay up to date on new products, services, and policies.

Job description

American Income Life Insurance Company is seeking a motivated individual to handle customer interactions and policy creation. The role involves distributing benefit enrollment materials, scheduling client meetings, and responding to inquiries. You will work closely with management to stay updated on products and services. Ideal candidates should demonstrate strong communication skills and a client-focused approach. This position is essential in supporting our customers' needs and ensuring they are informed about their coverage options.