Insurance Service & Conservation Clerk
About the role
Join us as an integral part of our team at the Business Athlete Association - Ohio Division. You’ll empower clients by understanding their needs and addressing their concerns, ensuring their satisfaction and loyalty. We foster a positive, advancement-focused culture where your skills can truly shine.
Collaborate closely with our sales and customer service teams, and play a pivotal role in monitoring policy renewals and identifying opportunities for upsell or cross-sell. Your efforts will help convert term policies to permanent plans and assist clients with add-on conversions and paid-up options.
You’ll thrive in an environment that encourages leadership and high achievement, surrounded by like-minded Business Athletes who are eager to excel in a fast-paced and stable industry.
Responsibilities
- Understand client needs and address their concerns to ensure satisfaction and loyalty.
- Collaborate with sales and customer service teams to monitor policy renewals.
- Identify opportunities for upsell or cross-sell of insurance products.
- Assist in converting term policies to permanent plans.
- Help clients with add-on conversions and paid-up options.
Benefits
- Competitive pay.
- Unique career growth opportunities in an innovation-driven environment.
- Employee development and leadership encouragement.
Pay
$37,500 - $45,000 yearly