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Insurance Specialist managing complex industrial liability insurance for clients at MARTENS & PRAHL in Germany. Collaborating with international teams and providing tailored solutions.
PA
Hybrid Sales Agent, Insurance
Posted 4 months ago
About the role
- Insurance Agent in Nashville, TN assessing clients' insurance needs and processing applications. Conducting interviews and maintaining client records while adhering to industry guidelines.
Responsibilities
- Conduct client interviews to gather personal, financial, and medical information for insurance applications.
- Explain insurance products, coverage options, and policy terms clearly and accurately.
- Assess potential risks and identify factors that may influence underwriting decisions.
- Complete and submit applications in compliance with company policies and industry regulations.
- Act as a liaison between clients and the underwriting department to resolve questions or obtain additional information.
- Maintain accurate and confidential client records.
- Stay informed about industry trends, underwriting guidelines, and product updates.
Requirements
- High school diploma or equivalent; bachelor’s degree preferred.
- Prior experience in insurance sales, underwriting, or financial services is highly desirable.
- State insurance license (Life/Health) or ability to obtain one.
- Strong communication, presentation, and interpersonal skills.
- Detail-oriented with excellent organizational abilities.
- Proficient in using CRM software and digital applications for client management.
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