Licensed Agent

SUMMARY

Responsible for providing a wide variety of support services to promote the company's product portfolio via the telephone and internet to support and to increase company revenue and profit.

• Promote the company's product portfolio and provide service assistance to consumers;
• Respond to consumer inquiries through calls both inbound and outbound as well as internet inquiries;
• Deliver prepared sales scripts to educate, inform and provide solutions to potential customers. Describe solutions for individual sales situations;
• Communicate with consumers regularly regarding product information, rate changes and key benefits;
• Monitor compliance with program reporting rules and sales requirements;
• Update and maintain proprietary Lead Advantage System in accordance with policies and procedures;
• Document each and every consumer contact with detailed notes;
• Work collaboratively with fellow staff to advance the values and mission of the organization and Senior Market Sales by serving on relevant internal and external committees;
• Assists with special projects/assignments as requested by members of management;
• Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates;
• Performs other duties as assigned;

• High School Diploma or GED required;
• Bachelor's Degree in marketing or related field, or equivalent combination of education and experience;
• Three (3) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience;
• Life/Health Insurance license;

• Active Life and Health Insurance license in resident state;
• Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the sales associate;
• Knowledge of the general industry procedures, practices and terminology;
• Skill in working effectively with inbound and outbound callers/customers;
• Skill in negotiating and problem solving to resolve internal and external conflicts;
• Skill in the use of office equipment including computer, fax, printer, telephone system, etc.;
• Skill in the use of time management and organization skills;
• Skill in maintaining effective working relationships with all customers, employees and the general public;
• Skill in project management;
• Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred);
• Ability to communicate effectively, both orally and in writing, in a constructive manner;
• Ability to approach and communicate with a wide range of personalities in a professional and courteous manner;
• Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations;
• Ability to engage in effective interpersonal interaction, verbal communication and written communication;
• Ability to persuade;
• Ability to run quotes for products;
• Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests;
• Ability to maintain all company policies, including all confidentiality and safety policies;
• Ability to actively contribute to team effort;
• Ability to work independently, exercise independent judgment, make and execute decisions;
• Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame;