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6 дней назад

Sales Representative, Insurance Services Life & Health

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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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

hirify.global 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 hirify.global 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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