Licensed Life Insurance Sales Agent

Pacific Ridgeway; Arizona; Hybrid; USD 40,000 - 97,000; Full time

Job summary

Pacific Ridgeway is hiring a life insurance agent in Arizona to expand our client base and onboard new clients. You will excel at people skills, sales, and delivering outstanding customer service while helping clients with policy needs and coverage questions.

Ideal candidates have strong communication, a license in Life & Health insurance, and familiarity with Microsoft Office. Prior sales or customer service experience is a plus.

Qualifications

• Excellent verbal and written communication skills are required.
• Current Life & Health insurance license is highly valued.
• Familiarity with the Microsoft Office suite.
• Previous customer service experience or sales background preferred.
• Prior health or life insurance experience is a bonus.

Responsibilities

• Process policyholders’ insurance claims and monitor claim status.
• Onboard and retain clients via appointment bookings and inquiries.
• Grow the business by networking, referrals, cold calls, and marketing.
• Assess customers’ insurance needs and financial status to tailor solutions.
• Keep contracts, databases and records up to date.

Skills

Verbal communication

Written communication

Customer service

Sales experience

Tools

Microsoft Office

Job description

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. Compensation: $40,000 - $97,000 yearly

Responsibilities

• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
• Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
• Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
• Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping

Qualifications

• Excellent verbal and written communication skills required
• Current Life & Health insurance license is greatly valued
• Familiarity with the Microsoft Office suite
• Previous customer service or experience as a sales representative preferred
• Prior health insurance or life insurance experience a bonus

Compensation: $40,000 - $97,000 yearly

Compensation: $40,000-$97,000 per year