Life and Health Insurance Specialist

Job Summary

A company is looking for an Insurance Specialist to join their team.

Key Responsibilities

• Conduct comprehensive insurance needs assessments and develop tailored solutions
• Oversee policy management, including renewals and claims processing
• Stay updated on industry trends and ensure compliance with regulatory requirements

Required Qualifications

• Bachelor's degree or equivalent experience in business, insurance, or related field
• 3 - 5 years of experience in Financial Services or Life and Health insurance sales
• Strong knowledge in long-term care planning and insurance products
• Life and Health Insurance License required; SEI, Series 6 or 7 preferred
• Proficient with Microsoft Office Suite and familiarity with Salesforce