Agency Owner responsible for managing sales and growth of American Family Insurance agency. Operates as an independent contractor and builds a local team for strategic goals.
About the role
- Insurance Services Specialist at NFP assisting executive clients with life insurance implementation. Handling applications, coordination with clients, and medical underwriting requirements for policy purchases.
Responsibilities
- Assisting with the implementation of new life insurance policy purchases for executive clients
- Determining appropriate life insurance application forms
- Preparation of forms
- Coordination of medical underwriting requirements
- Direct correspondence with clients as well as insurance organizations
- Coordination of wire payments
- Reviewing final policies for accuracy and delivery to complete all phases of the life insurance purchase
Requirements
- Bachelor’s degree preferred
- Life Insurance license required within 12 months post-hire
- Microsoft Suite
- Detail oriented
- Team player
- Ability to work in fast paced environment
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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