6 дней назад
Sales Representative, Insurance Services Life & Health
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales Representative, Insurance Services Life & Health (Insurance Sales): Supporting policy renewals, customer service, and client retention for Life & Health insurance products with an accent on policy administration, compliance, and customer relationship management. Focus on analyzing policyholder needs, processing renewals and service requests, and identifying cross-sell and up-sell opportunities.
Location: Kingwood, Texas, United States
Company
provides scalable HR solutions combining HR services and technology for businesses across the United States.
What you will do
- Support policy renewal activities and client retention strategies for Life & Health insurance products.
- Handle customer service calls, policy change requests, invoices, ID cards, and client portal access.
- Analyze policyholder insurance needs and identify cross-sell and up-sell opportunities.
- Maintain client relationships through follow-up calls and emails, resolving or escalating service issues.
- Keep account information accurate in agency management systems and Salesforce.
- Collaborate with internal service and sales teams and prepare business metrics reports.
Requirements
- High school diploma or equivalent required; a related bachelor’s degree is preferred.
- One to four years of related work experience.
- Valid Insurance license for Life and Health Lines required.
- Knowledge of underwriting, rating, compliance, eligibility, open enrollment, and qualifying-event requirements.
- Strong customer service, communication, organization, analytical, problem-solving, and follow-through skills.
- Proficiency in Microsoft Office, especially database programs, with the ability to learn additional applications.
Culture & Benefits
- Flexible work practices are available across many positions.
- Continuous learning, mentorship, and ongoing training opportunities.
- Paid time off and medical, dental, and vision benefits.
- Health and wellness support and paid volunteer hours.
- Inclusive workplace focused on diversity, belonging, and community involvement.
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