Life and Health Insurance Agent

Job Summary

A company is looking for a Retention Sales Agent.

Key Responsibilities

• Make outbound calls to newly enrolled and existing policyholders to ensure satisfaction and guide them through plan benefits
• Cross-sell products across multiple divisions, including Medicare insurance products during peak times
• Assist with various responsibilities as needed, including support for Population Health initiatives

Required Qualifications, Training, and Education

• Recent experience in insurance, call center, or work-from-home settings required
• Sales experience is beneficial but not mandatory
• High school diploma or GED is required
• Must obtain a Life & Health or Accident & Health insurance producer license if not already held
• Proficient in using technology, including CRM systems and Google Suite