Admin Insurance Clerk

Looking for admin person that ideally would like to become a licensed insurance agent. Our client 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.