Insurance Sales Specialist – Field & Remote

Wb Agency

Hattiesburg (MS)

Hybrid

USD 40,000 - 65,000

Full time

6 days ago

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Job summary

Wb Agency is seeking an Insurance Agent to be the first point of contact for prospective clients, assessing insurance needs and gathering application information. The role involves guiding customers through the insurance process in line with underwriting guidelines and company policies.

The position requires meeting clients in person and may include evening or weekend availability to accommodate schedules. Prior experience in insurance and required licensing are advantageous, with CRM

Qualifications

High school diploma or equivalent required; bachelor’s degree preferred.
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.

Responsibilities

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 regulations.
Act as a liaison between clients and underwriting to resolve questions or obtain information.
Maintain accurate and confidential client records.
Stay informed about industry trends, underwriting guidelines, and product updates.