Senior Insurance Policy Representative

Addison Group

Sales

Recruitment Confidential
2 months ago

Job Summary

Addison Group's client is currently searching for a Senior Insurance Policy representative to work with them

  • Minimum Qualification: Degree
  • Experience Level: Mid level
  • Experience Length: 1 year

Job Description/Requirements

Responsibilities

  • Daily outbound follow-up phone calls with current applicants to obtain required documentation. Understand and be able to clearly and completely explain the application process, need for further requirements, and the circumstances of approval. 
  •  Communicate with applicants regarding application status or quote changes in premium due to underwriting and offer alternative policy levels to retain sale.    
  •  Support the initial review, requirements gathering, issuance, and mailing of applications.
  •  Process all types of regular applications. Understand and apply knowledge of life insurance concepts and requirements of life insurance membership, constitution, applications, and certificates.
  •  Handle questions or problems by skillful negotiation, offering workable alternatives, and promoting Member satisfaction.
  •  Coordinate with others across the organization to resolve and expedite problem application situations and respond to Member complaints or concerns. 


Requirements

  • 1-2 years of business development/sales experience within the insurance industry
  • Associate's Degree or higher

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