Insurance Agency Owner

Job Description

Agency Owner Job Summary

We Build Your Agency!

Through Ziprecruiter, word of mouth, indeed, and marketing events we give you agents to build your business. These agents are 100% yours.

Agency Owner Responsibilities

Develop a prospective customer base and agent base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business

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

Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience

Assist current policyholders during the insurance claims process while overseeing existing insurance claims

Manage electronic and paper records and ensure all contracting paperwork is kept current

Agency Owner Qualifications

High school diploma or equivalent required; Bachelor’s degree preferred

Active Life & Health insurance license is a strong bonus

Previous health insurance or life insurance experience a plus

Previous customer service or experience as a sales representative preferred

Proficiency with Microsoft Office products

Possesses outstanding interpersonal and communication skills