Captive Insurance and Annuity Agent Job at First Catholic Slovak Union, Independence, OH

U05oZ1duRWoxa3AvZTlpWjJad1BXU1ha
  • First Catholic Slovak Union
  • Independence, OH

Job Description

Key Responsibilities:

  • Sales and Lead Generation: Actively prospecting, networking, and cold-calling to find new clients.
  • Policy Sales & Customization: Assessing client risks and customizing insurance programs (property, casualty, life, health) to fit within the carrier's product portfolio.
  • Client Consultation: Interviewing prospective clients to analyze their current financial situation and coverage gaps.
  • Policy Servicing & Renewals: Handling policy renewals, updates, and endorsements to maintain customer retention.
  • Claims Assistance: Acting as a liaison between the client and the insurance company, guiding policyholders through the claims process.
  • Administrative Maintenance: Updating and maintaining accurate client records in company systems. 

Common Job Requirements:

  • Licensing: State-required insurance licenses.
  • Sales Focus: Strong desire to meet or exceed monthly/annual sales quotas set by the parent company.
  • Customer Service: Excellent communication skills to build long-term relationships and handle client inquiries.
  • Product Knowledge: Deep understanding of the specific company’s, rules, and underwriting guidelines. 

Job Tags

Full time

Similar Jobs

OpenAI

Senior Counsel, Corporate (M&A) Job at OpenAI

 ...and unique work, this team is for you. The team comprises professionals from diverse fields, including technology, AI, privacy, IP, corporate, employment, tax law, regulatory, and litigation. About the Role As a Senior Corporate Counsel, M&A, you will support and... 

Department of Fish and Wildlife

Environmental Scientist Job at Department of Fish and Wildlife

 ...flexibility. Extensive experience performing spatial analysis and deep understanding of Environmental Systems Research Institute, Inc. (ESRI) products such as ArcMap, Arc GISPro, ArcGIS Survey123, StoryMaps, and FieldMaps. Interpersonal Skills: Is professional, builds... 

Adecco

DIESEL TRUCK MECHANICS (w/ Hydraulics) - SYRACUSE Job at Adecco

 ...DIESEL MECHANIC JOB - SYRACUSE, NY If you are a diesel mechanic who knows your way around trucks and hydraulics, this could be a solid fit. This is a steady shop where your skills are respected, hours are consistent, and overtime is always there if you want it. If... 

Nittany Energy

Class A Transport Fuel Driver Job at Nittany Energy

 ...Pennsylvania. Our experience and dependability in delivering quality fuels as well as our top notch service and installation make all the...  ...Pennsylvania for over 60 years. Job description CDL Class A Driver (with HAZMAT) needed Nittany Energy is a local family-owned... 

Confidential

Remote Call Center Customer Service Agent Job at Confidential

Ready to elevate your customer service career with an award-winning team? We are looking for passionate...  ...our high-engagement, fast-paced contact center. As a Remote Customer Service...  .... In this role, you will handle inbound calls, chats, and emails to troubleshoot issues...