Direct Insurance Sales Agent Job at Robert Half (Tempe)

Internal Sales Consultant - Life Insurance

Provide frontline sales support for distribution channels including Personal Pro...

Location

United States , Sioux Falls, South Dakota; West Des Moines, Iowa

Salary:

44498.00 - 83433.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree Preferred
1-2 years' relevant work experience Preferred
Background in life insurance sales or customer service preferred
Proven ability to build and maintain effective internal and external relationships
Complete knowledge of the sales process
Strong time management and organizational skills
Proven ability to work in a fast paced call center environment
Effective written and oral communication skills
Computer Skills including, but not limited to, Microsoft Word, Excel, Access, and PowerPoint
State Life Insurance license or ability to obtain within 120 Days Preferred

Job Responsibility

Provide frontline sales support for distribution channels including Personal Producing General Agent (PPGA), Direct, Independent Broker Dealer (IBD), and Managing General Agent (MGA) Brokerage channels
Respond to field calls and inquiries providing education and support on products, marketing and sales materials, sales concepts, product education, advanced illustration support, and other sales enablement resources
Utilize a consultative approach to recommend appropriate solutions to Agents and/or MGA office staff with case design, product selection, marketing resources, and approved selling tools
Maintain a solutions based mentality when handling incoming calls/e-mails and ensure that each interaction includes the promotion of any applicable company products
Use online programs to provide technical support and problem solving to resolve field issues related to all sales enablement platforms
Track and document all field interactions in Customer Relationship Management (CRM) system
Make proactive outbound telephone calls to agents/advisors to increase product awareness, marketing campaigns and new product launches
Assist in the onboarding process for newly appointed Agents and MGAs by offering and delivering successful training programs and educational support
Recommend illustration software enhancements based on data obtained from our field force and personal experiences
Responsible for illustration software user acceptance testing and quality assurance

What we offer

Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay
Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
Healthy balance between work and personal lives
Friday afternoons off all year long, competitive PTO, and generous number of paid holidays
Incentive program for defined goals subject to eligibility and performance
Colleagues who support one another, model our core values, and drive our healthy, high-performing culture

Outreach Executive I

The Outreach Executive (OE) is responsible for developing relationships with mem...

Location

United States , Norristown

Salary:

18.50 - 38.82 USD / Hour

CVS Health

Expiration Date

August 24, 2026

Requirements

Ability to quickly connect and influence the right people
Comfortable with navigating external barriers to create a positive experience
Ability to manage priorities simultaneously
Team player and contributor to the overall effectiveness of the team
Sales and/or healthcare experience a plus
Fluency in Spanish, Polish, Russian, or other languages spoken by people in the communities we serve (where necessary)
US work authorization

Job Responsibility

Generating leads by effectively engaging Medicare senior community through event execution and local community outreach
Maintaining internal sales system knowledge and marketing programs by attending scheduled meetings to learn about new updates on services, workstreams, and initiatives
Prospecting and cold calling to prospects & new leads assigned to you
Nurturing prospective patients and prospect for new patients with an ambitious mentality via email, phone, and networking
Collaborating with your Community Relationship Manager (CRM), other OEs, and your Outreach Manager/Outreach Director to drive lead generation with local community members or Insurance Agents (IAs)
Maintaining consistent touchpoints with prospects to continuously engage prospects to drive new patient growth in assigned territory
Capture and record customer information and sales activity into customer relationship management (CRM) system and other business systems
Acting as point of contact for both the clinical team/center team if center staff have any questions about the patient
Resolving any concerns & complaints new prospects & patients may have about Oak Street Health by working with prospect to understand the concern or directing the prospect or patient to another Oak Street employee
Other duties as assigned

What we offer

medical coverage
dental coverage
vision coverage
paid time off
retirement savings options
wellness programs
Other resources
CVS Health bonus
commission or short-term incentive program

Fulltime

Operations Processing Senior Rep.

Location

India , Chennai

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Strong attention to detail
Active listening skills
An ability to navigate multiple computer systems
An ability to work in a target-driven environment
Proficiency in Microsoft office programs and general computer operations
Ability to learn and follow basic direction on process
Must be detail-oriented and organized to maintain accurate records
Must have the ability to focus and work quickly
Able to work independently
High School diploma or equivalent required

Job Responsibility

Handle private personal information in accordance with confidence
Recognize and report possible misrepresentation
Call listening of calls made by the Inbound and Outbound sales teams
Ensure recurring orders are inputted into systems correctly
Confirm that sales agents are following given scripts
Record customer information and maintain database by obtaining, entering, and verifying required data
Ensure quality service by following departmental and company policies, procedures, and standards as well as adhering to compliance policies, procedures, and standards
Ensure accurate validation of insurance benefits

Direct Writer-Program Specialist

Administer specialty insurance programs, service insureds, process requests, and...

Location

United States , Stevens Point

Salary:

Not provided

Sentry

Expiration Date

Until further notice

Requirements

Bachelor’s Degree or equivalent work experience
Minimum 2 years of related work experience
P&C license required
Experience in the use of office and business software applications
Demonstrated experience in creating custom reports
Prior Commercial Lines insurance experience desired with knowledge of Commercial Lines products and/or underwriting guidelines
Ability to interpret and apply commercial insurance concepts and underwriting guidelines for majority of positions beneficial
Effective organizational, human relations, and communications skills
Knowledge of Sentry’s insurance operations and philosophies
Strong critical thinking and analytical skills

Job Responsibility

Administer specialty insurance programs
service insureds
process requests
coordinate monthly updates with John Deere
Respond to a variety of customer calls including coverage questions, quotes, policy change, cancellation and loss run requests and billing questions
Maintain agent appointments, distributes agent materials and generates agent commission reports
Create, analyze & distribute statistical spreadsheets for John Deere programs
Maintain applicable systems to support the dealer programs and products
Reconcile and balance financials between John Deere Financial and Sentry for the UltraGard, and Floater programs
Complete necessary underwriting tasks related to the issuance of new policies, renewals changes and cancellations

What we offer

Scheduled Hybrid work model (Monday and Friday work from home if you choose to, Tuesday through Thursday you’ll work in office)
In-office workspace and materials for your home office
Laptop provided prior to start
Equipment for your home office
Meal Subsidy available for associates who report to an office
401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting
Sentry University (SentryU) and Tuition Reimbursement program
Generous Paid-Time Off plan
Volunteer-Time off
Group Medical, Dental, Vision, Life insurance

Fulltime

Customer Contact Specialist - Life

Communicate verbally with policyowners, agents, third parties and internal suppo...

Location

United States , Sioux Falls

Salary:

35085.00 - 58475.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree Preferred
Previous customer service/call center experience Preferred
Must have the ability to communicate effectively and tactfully with agents and policyowners
Must have knowledge of and ability to maneuver through multiple information screens
Excellent verbal and written communication skills
Must have strong organizational skills
Strong problem solving skills
Ability to work efficiently and independently or in a team environment
Able to adapt to frequent change

Job Responsibility

Communicate verbally with policyowners, agents, third parties and internal support departments in matters relating to customer needs
Approach all interactions with the customer at the forefront, using the corporate shared values as the guide for all interactions
Responsible for front line/customer facing in responding to inbound calls by providing support to agents, policy owners, third parties or others in verbal and written communication using a professional and friendly approach
Answer calls regarding policy values, various features and rider benefits, coverage options, indexed and variable policy performance, products, interest rates, address changes and allocation changes, withdrawals, surrenders, transfers and exchanges, beneficiary changes, ownership changes, guideline and regulations, annual and quarterly statements, completing forms and provide standard established turnaround times
Acquire and maintain working knowledge of company products
Field questions regarding policy loans, billing and accounting processing, grace processing and lapse notification
Display a working knowledge of premium and contribution regulations
Correctly identify appropriate regulations to ensure proper handling of requests
Consult and coordinate with all other applicable departments including New Business, Agency Services, Sales and Marketing, Customer Correspondence and the Annuity/Life Division
Submit accurate and timely requests via workflow system to ensure work item is handled in accordance with varying departmental procedures

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Friday afternoons off year-round, generous paid time off, and paid holidays
Paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Volunteer time off, and our company nonprofit matching gift program
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Fulltime

Operations Processing Senior Rep.

The Verification Agents will be listening to calls made by the Inbound and Outbo...

Location

India , Chennai

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Strong attention to detail
Active listening skills
An ability to navigate multiple computer systems
An ability to work in a target-driven environment
Proficiency in Microsoft office programs and general computer operations
Ability to learn and follow basic direction on process
Must be detail-oriented and organized to maintain accurate records
Must have the ability to focus and work quickly
Able to work independently
High School diploma or equivalent required

Job Responsibility

Handle private personal information in accordance with confidence
Recognize and report possible misrepresentation
Call listening of calls made by the Inbound and Outbound sales teams
Ensure recurring orders are inputted into systems correctly
Confirm that sales agents are following given scripts
Record customer information and maintain database by obtaining, entering, and verifying required data
Ensure quality service by following departmental and company policies, procedures, and standards as well as adhering to compliance policies, procedures, and standards
Ensure accurate validation of insurance benefits

Fulltime

Operations Processing Associate

The Verification Agents will be listening to calls made by the Inbound and Outbo...

Location

India , Chennai

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Strong attention to detail
Active listening skills
An ability to navigate multiple computer systems
An ability to work in a target-driven environment
Proficiency in Microsoft office programs and general computer operations
Ability to learn and follow basic direction on process
Must be detail-oriented and organized to maintain accurate records
Must have the ability to focus and work quickly
Able to work independently
High School diploma or equivalent required

Job Responsibility

Handle private personal information in accordance with confidence
Recognize and report possible misrepresentation
Call listening of calls made by the Inbound and Outbound sales teams
Ensure recurring orders are inputted into systems correctly
Confirm that sales agents are following given scripts
Record customer information and maintain database by obtaining, entering, and verifying required data
Ensure quality service by following departmental and company policies, procedures, and standards as well as adhering to compliance policies, procedures, and standards
Ensure accurate validation of insurance benefits

Operations Processing Senior Rep

The Verification Agents will be listening to calls made by the Inbound and Outbo...

Location

India , Chennai

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Strong attention to detail
Active listening skills
An ability to navigate multiple computer systems
An ability to work in a target-driven environment
Proficiency in Microsoft office programs and general computer operations
Ability to learn and follow basic direction on process
Must be detail-oriented and organized to maintain accurate records
Must have the ability to focus and work quickly
Able to work independently
High School diploma or equivalent required

Job Responsibility

Handle private personal information in accordance with confidence
Recognize and report possible misrepresentation
Call listening of calls made by the Inbound and Outbound sales teams
Ensure recurring orders are inputted into systems correctly
Confirm that sales agents are following given scripts
Record customer information and maintain database by obtaining, entering, and verifying required data
Ensure quality service by following departmental and company policies, procedures, and standards as well as adhering to compliance policies, procedures, and standards
Ensure accurate validation of insurance benefits

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