Health insurance agent

Harvey Lewis Insurance Agency
Beaver, WI Full Time
POSTED ON 5/17/2024 CLOSED ON 5/26/2024

Job Posting for Health insurance agent at Harvey Lewis Insurance Agency

We are seeking a Health and Life Insurance Agent to become a part of the team at our family owned insurance agency. We are looking for a motivated, friendly individual who is willing to learn and enjoys helping people.

Daily activities include meeting with clients and offering solutions for their needs, taking phone calls, and prospecting for new clientele.

Duties : Sales :

Sales :

  • Meet with clients
  • Discovery learn about customer needs and goals
  • Determine suitability
  • Answer customer questions
  • Seminar presentations

Answer the phone :

  • Answer customer questions
  • Backup Administrative Assistant with call overflow

Maintain work calendar :

  • Appointments
  • Seminars
  • Company Events

Continuing education :

  • 24hrs CE every two years for licensing
  • In-House training
  • Insurance company product training

Prospect for customers :

  • Networking
  • Referrals

Qualifications :

Associate degree or higher preferred

Strong communication skills

Strong attention to detail

Organizational and time management skills

Comfortable in using internet-based programs, including email

Professional and friendly

Discreet in handling confidential information

Holds a health and life insurance license or willing to acquire license

Why Us

Family owned

Competitive wages

SIMPLE IRA plan available

Fulfilling work that helps people

If you are looking for meaningful work where you can make a difference and help customers while in a supportive work environment, we invite you to apply.

Please email your resume to Heather Scholz. heather@harveylewisagency.com

Last updated : 2024-05-17

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