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6 часов назад

Internal Life Insurance Sales Representative

65 000 - 70 000$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Internal Life Insurance Sales Representative (Life Insurance/Underwriting): Supporting financial advisors, agents, and brokers by coordinating life, disability, long-term care insurance, and annuity business with an accent on application processing, product support, and underwriting requirements. Focus on generating illustrations and quotes, interpreting medical and financial risks, maintaining CRM data, and coordinating carrier submission processes.

Location: West Hartford, Connecticut, United States; full-time in-office. Fully remote work is not available.

Salary: $65,000–$70,000 per year

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with an insurtech focus, serving independent agents and clients nationwide.

What you will do

  • Support brokerage sales representatives with illustration requests, brochures, application packets, and CRM opportunity tracking.
  • Answer agent and broker questions about insurance products, product features, underwriting niches, and application processes.
  • Fulfill literature requests and generate illustrations and quotes using multiple software platforms.
  • Explain the impact of medical, physical, occupational, financial, and insurable-interest requirements.
  • Keep current with carrier underwriting, product, compliance, and submission requirements and apply them to daily workflows.
  • Work with financial advisors to assess risks and determine appropriate product and illustration specifications.

Requirements

  • At least one year of administrative or service-support experience for life insurance agents or advisors.
  • Knowledge of underwriting, application paperwork, carrier requirements, and application processes.
  • Ability to explain traditional and accelerated underwriting, electronic applications, and paper application workflows.
  • Experience updating and managing sales CRM records and client data.
  • Ability to manage inbound calls, emails, databases, competing priorities, and multiple tasks.
  • Strong organization, customer service, independent work, teamwork, and attention-to-detail skills.

Culture & Benefits

  • Medical, dental, and vision insurance.
  • 401(k) retirement plan.
  • Paid holidays, PTO, and community service PTO.
  • FSA/HSA options.
  • Life insurance and short- and long-term disability coverage.
  • Professional growth opportunities in a hyper-growth organization.

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