Life and Health Insurance Agent Sales Support Assistant
The role for this Sales Support Assistant is to assist in acquiring new clients, maximize customer satisfaction and retention by providing exceptional customer service (educating our clients and assisting with their questions) and managing the administrative and technology related processes required for enrollment and ongoing account maintenance.
This is a remote work from home job with flexible hours.
Responsibilities
· Make client calls to schedule meeting appointments. Bonuses will be paid for successfully scheduling appointments.
· Perform all client enrollment related activities including corresponding with clients via email and phone and inputting client information to various technology platforms.
· Update and maintain all client records online and in paper files.
· Respond to client inquires, incoming mail and company requests in a timely manner.
· Prepare client meeting materials and folders.
· Maintain knowledge of operating procedures and processes.
Knowledge, Skills and Experience required:
-215 Life Health and Annuity Insurance license
· Computer skills including Word, Excel, Outlook and the ability and willingness to learn new applications.
· Strong in learning and adopting new technologies.
· Ability to work successfully in a team environment.
· Strong oral and written communication skills and the desire to speak with clients to answer their questions and schedule meeting appointments.
· Dependable with a strong work ethic.
· Detail Oriented is a must.
Job Type: Part-time
Pay: $19.00 - $20.00 per hour
Expected hours: 15 – 30 per week
Benefits:
Supplemental pay types:
- Bonus opportunities
- Commission pay
Weekly day range:
Education:
- High school or equivalent (Preferred)
Experience:
- Administrative support: 3 years (Preferred)
License/Certification:
- 215 Life Health and Annuity license (Preferred)
Work Location: Multiple locations