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