Located in Grand Junction, CO
Pay: $20 -$23 DOE
Job Full Description
Looking for admin person that ideally would like to become a licensed insurance agent eventually (the clients will pay for training and licensing).
Overtime required during Open Enrollment (October 15-December 15) with no days off except Sundays and the Thanksgiving weekend is non-negotiable.
Requirements:
- Must have a working knowledge of Outlook calendaring,
- Multi-line phone use
- Greeting clients
- Scanning
- Adobe
- Excel
- Comfortable navigating in computer portals and systems.
Key Responsibilities
- Lead Generation & Sales: Prospect for new clients via cold calling, networking, and referrals to grow a customer portfolio.
- Needs Analysis: Interview clients to determine their financial situations, existing coverage, and long-term goals.
- Policy Customization: Recommend and explain suitable insurance products to protect clients against financial loss.
- Administrative Duties: Process applications, issue quotes, manage client records, and handle policy renewals.
- Claims Support: Assist policyholders with the claims process and act as a liaison between the client and the insurance company.
- Licensing & Compliance: Complete continuing education credits and adhere to state and federal insurance regulations.
Core Competencies & Skills
- Communication: Ability to explain complex policies in simple, client-friendly terms.
- Customer Service: Strong interpersonal skills to build trust, retain clients, and provide empathetic support during stressful claims.
- Sales & Negotiation: Confidence in closing sales, upselling, and overcoming objections.
- Financial Literacy: A solid grasp of financial products, risk management, and underwriting criteria.
If qualified, please thoroughly apply here. Questions? Call us at 970-242-4500
Grand Junction, CO
2420
725 Pitkin Avenue
Grand Junction, CO 81501
Apply Now Email Us