Insurance Sales Agent & Client Advisor

Wb Agency; Owensboro (KY); Híbrido; USD 40.000 - 70.000; Jornada completa

Descripción de la vacante

Wb Agency is seeking an Insurance Agent to serve as the first contact with prospective clients, assessing needs and guiding them through the insurance process. The role involves in-person meetings, collecting application information, and ensuring accuracy in submissions.

Candidates with insurance sales experience and a Life/Health license or ability to obtain one will excel. The position blends fieldwork with remote/office-based work, and may require evening or weekend availability.

Formación

• High school diploma or equivalent; bachelor’s degree preferred.
• Prior experience in insurance sales, underwriting, or financial services is highly desirable.
• State insurance license (Life/Health) or ability to obtain one.
• Strong communication, presentation, and interpersonal skills.
• Detail-oriented with excellent organizational abilities.
• Proficient in using CRM software and digital applications for client management.

Responsabilidades

• Conduct client interviews to gather personal, financial, and medical information for insurance applications.
• Explain insurance products, coverage options, and policy terms clearly and accurately.
• Assess potential risks and identify factors that may influence underwriting decisions.
• Complete and submit applications in compliance with company policies and industry regulations.
• Act as a liaison between clients and the underwriting department to resolve questions or obtain additional information.
• Maintain accurate and confidential client records.
• Stay informed about industry trends, underwriting guidelines, and product updates.

Conocimientos

Insurance sales experience

CRM software proficiency

Communication skills

Educación

High school diploma or equivalent

Bachelor’s degree preferred

Herramientas

CRM software

Descripción del empleo

Wb Agency is seeking an Insurance Agent to serve as the first contact with prospective clients, assessing needs and guiding them through the insurance process. The role involves in-person meetings, collecting application information, and ensuring accuracy in submissions.

Candidates with insurance sales experience and a Life/Health license or ability to obtain one will excel. The position blends fieldwork with remote/office-based work, and may require evening or weekend availability.