Insurance Sales Leadership Trainee

HTU; Cincinnati, Northern (OH, KY); Hybrid; USD 50,000 - 100,000; Full time

Job summary

HTU in Cincinnati is seeking a results-driven insurance team leader. You will conduct initial client interviews, clearly explain policy options, and perform field underwriting with integrity.

You will recruit and train a team of insurance professionals, ensure all forms are completed, arrange payments, and follow up on claims while supporting KPI goals.

The role offers a salary from USD 50,000 to USD 100,000 per year, with compensation discussed directly with the onboarding manager.

Qualifications

• Must conduct client interviews and clearly explain policy options.
• Willingness or experience in leading a team is a plus.
• Availability to start within six weeks.

Responsibilities

• Conduct initial interviews to assess client needs and clearly explain available insurance policy options.
• Perform field underwriting with integrity.
• Ensure all medical and necessary forms are completed and submitted.
• Arrange payment methods with applicants.
• Follow up on client claims and process insurance policy requests.
• Maintain regular follow-ups with clients for ongoing support.
• Support team members to achieve agreed KPIs.
• Become a subject matter expert in senior insurance solutions.
• Recruit and train a team of insurance professionals following approved guidelines and training.
• Foster a competitive, fun, and inclusive work environment.

Skills

Competitive drive

Strong work ethic

Excellent communication

Adaptability and quick learning

Availability within six weeks

Leadership experience preferred

Job description

HTU in Cincinnati is seeking a results-driven insurance team leader. You will conduct initial client interviews, clearly explain policy options, and perform field underwriting with integrity.

You will recruit and train a team of insurance professionals, ensure all forms are completed, arrange payments, and follow up on claims while supporting KPI goals.

The role offers a salary from USD 50,000 to USD 100,000 per year, with compensation discussed directly with the onboarding manager.