Life And Health Insurance Agent Job at PHP Financial Services, Corona, CA

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  • PHP Financial Services
  • Corona, CA

Job Description

Our rapidly expanding insurance agency is looking for a full-time life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today! Responsibilities:

  • Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
  • Assist current policyholders during the insurance claims process while overseeing existing insurance claims
  • Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
  • Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
  • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
Qualifications:
  • Background in the health insurance or life insurance industries preferred
  • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
  • Strong interpersonal and communication skills are a must
  • Current Life & Health insurance license is greatly valued
  • Client service experience as a sales representative a plus
  • License or the motivation to get one
About Company: Our mission is to cultivate a dynamic and enjoyable environment where integrity, transparency, and trust are at the core of everything we do. We believe that relationships are the foundation of success; therefore, we foster connections that go beyond transactions, empowering our team to grow not only as professionals but as leaders in every aspect of their lives. Together, we create a supportive community that values high standards and encourages personal and professional development, ensuring that every member thrives on their journey.

Job Tags

Full time,

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