Licensed Insurance Customer Service & Sales Specialist

Overview

We are seeking a dynamic and licensed Insurance Customer Service & Sales Specialist to join our team. This role is integral to providing exceptional customer service, expanding our insurance product offerings, and fostering client relationships.

Responsibilities

• Engage with prospective and existing clients through various channels including telemarketing, outside sales, and in-person meetings to promote insurance products.
• Conduct needs analysis to recommend suitable insurance solutions tailored to individual client requirements.
• Manage sales administration tasks such as processing policies, updating client records, and ensuring compliance with HIPAA regulations.
• Negotiate policy terms with clients, ensuring mutual satisfaction while meeting company sales targets.
• Provide ongoing customer service support by addressing inquiries, resolving issues, and maintaining positive relationships.
• Assist with marketing initiatives to attract new clients and retain existing ones through targeted campaigns.
• Collaborate with the benefits administration team to ensure clients understand their coverage options and benefits.
• Maintain thorough knowledge of insurance products, industry trends, and regulatory requirements to effectively communicate value propositions.

Qualifications

• Valid insurance license required; prior experience in insurance sales strongly preferred.
• Prior proven experience in outside sales, retail sales, or telemarketing with demonstrated success in meeting or exceeding targets.
• Strong negotiation skills with the ability to analyze client needs and tailor solutions accordingly.
• Excellent communication skills, both verbal and written; bilingual abilities are a plus.
• Proficiency in sales administration tools and CRM software; familiarity with marketing strategies is advantageous.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong analysis skills for assessing client data and market trends.
• Knowledge of HIPAA regulations related to customer confidentiality is preferred.

About NTI

NTI, Inc., also known as National Telecommuting Institute, specializes in providing virtual work-at-home opportunities for individuals with disabilities and their caregivers. Established in 1995 as a 501(c)(3) nonprofit organization, NTI is committed to fostering opportunities, advocating for equal access, and promoting economic empowerment for the disabled community.