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Job Summary:
- Responsible for providing sales support for insurance clients by creating timely illustrations.
- Sending state specific and compliance forms and providing educational or point of sale documents.
- Act as a liaison between carriers and clients.
Primary Responsibilities:
- Ability to elicit client needs with speed and composure.
- Answer questions for clients specific to service inquiries and resolving problems.
- Have a passion to deliver top quality service and be computer literate.
Skills & Requirements:
- Previous insurance or financial experience is preferred.
- Ability to communicate effectively and professionally both verbally and written.
- Must possess an active Life and Health license and 2024 AHIP completed.
Trusted Senior Specialists
Trusted Senior Specialists has served the senior market since 2005 by protecting their health, wealth, and well-being through insurance. The company is a proud member of the Integrity Family of Companies, part of a hyper-growth organization with a strong insurtech focus and a family-like culture.