Basic Function:
First Community Insurance Agency is looking for a licensed Life & Health Advisor who excels in customer service, enjoys sales, has a talent for building relationships, and is eager to participate in community events. Join our growing team and play a key role in providing expert advice to our members, assisting them through product offerings, and managing claims and inquiries. You will work closely with our members to understand their needs and recommend the most appropriate insurance products to fulfill those needs.
Key Responsibilities:
· Manage assigned Credit Union Member referrals in a timely manner, documenting and tracking all activity.
· Conduct thorough assessments of members insurance needs.
· Educate members on various Life & Health products, such as Group Benefits, Medicare, and Life Insurance.
· Recommend insurance products that align with member needs and financial capabilities.
· Customize insurance plans to ensure comprehensive coverage for members’ unique situations.
· Assist members with completing insurance applications and processing policy changes.
· Maintain accurate member records and monitor policy renewals and deadlines.
· Stay updated on industry trends, regulatory changes, and new insurance products.
· Achieve sales targets and foster strong clients’ relationships to drive business growth and referrals.
· Attend and participate in seminars and community events, which may include some evenings and weekends.
Required Skills and Qualifications:
· Proven experience as an insurance advisor, agent, or similar role. Preferably 2-5 years.
· Strong knowledge of Life & Health insurance products, coverage options, and industry practices.
· Medicare experience is preferred but not required.
· Demonstrated ability to work independently and collaboratively as part of a team
· Excellent communication and interpersonal skills.
· Detail-oriented with strong analytical and problem-solving abilities.
· Proficiency in using insurance quoting software and CRM systems.
· Proficiency in Microsoft Office Suite
· Valid Life & Health insurance license for the State of Missouri.
· Prior AHIP Certification preferred.
Job Types: Full-time, Permanent
Pay: $45,000.00 - $50,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Weekly day range:
Work setting:
Ability to Relocate:
- O'Fallon, MO 63366: Relocate before starting work (Required)
Work Location: In person