Insurance Service & Conservation Clerk

Business Athletes Association; United States; On-site; USD 38,000 - 45,000; Full time

Benefits offered by this job

Competitive pay

Career growth opportunities

Job summary

Business Athlete Association, Ohio Division, seeks an Insurance Service & Conservation Clerk to support clients by understanding their needs and addressing concerns, ensuring satisfaction and loyalty. Collaborate with sales and customer service to monitor policy renewals and identify upsell opportunities.

Help convert term policies to permanent plans and assist with add-on conversions and paid-up options. The organization highlights innovation, employee development, and a culture of advancement

Responsibilities

• Monitor policy renewals and identify upsell opportunities.
• Assist clients with converting term policies to permanent plans.
• Assist with add-on conversions and paid-up options.

Skills

Customer service

Sales collaboration

Policy renewals

Upsell opportunities

Tools

CRM software

Job description

Join us as an Insurance Service & Conservation Clerk and become an integral part of our team at the Business Athlete Association - Ohio Division. You’ll have the opportunity to empower clients by understanding their needs and addressing their concerns, ensuring their satisfaction and loyalty. We’re all about fostering a positive, advancement-focused culture where your skills can truly shine. Collaborate closely with our sales and customer service teams, and play a pivotal role in monitoring policy renewals and identifying opportunities for upsell or cross-sell. Your efforts will help convert term policies to permanent plans and assist clients with add-on conversions and paid-up options.

At the Business Athlete Association, we value innovation and employee development, offering competitive pay and unique career growth opportunities. You’ll thrive in an environment that encourages leadership and high achievement, surrounded by like-minded Business Athletes who are eager to excel. If you’re ready to make a meaningful impact in a fast-paced and stable industry, we’d love to have you on board. Take the next step in your career with us and help shape the future of insurance service and conservation.

Compensation: $37,500 - $45,000 yearly