Responsible for providing sales support for insurance clients by creating timely illustrations, sending of state specific and compliance forms, providing educational or point of sale documents, and is a liaison between carriers and clients. Primary Responsibilities include outbound and inbound calls, eliciting client needs with speed and composure, answering client service inquiries and resolving problems orally, virtually, or in writing, navigating the web to provide documents, being computer literate and efficient in Word and Excel, providing input and support on new product and sales processes, participating in team and individual meetings, having strong communication skills and great work ethic, and performing other duties as assigned. Primary Skills & Requirements include effective verbal and written communication, customer service skills, ability to multi-task in a fast-paced environment, organization and prioritization skills, ability to work independently and as part of a team, minimum high school degree, proficient computer skills with Microsoft Office and Windows applications, dependability and self-motivation, curiosity and ability to ask probing questions, ability to work across time zones with remote team members, bilingual English/Spanish preferred, active Life and Health license, and 2025 AHIP completed.
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