Insurance Agent /Health (Former Employee) – Atlanta Suburban areas – June 2, 2016
this was a part time position for me, and they really don't train well so, it was an 'uphill' battle. This was an outside sales position in which they didn't give you very many good leads to set appointments with.
The challenges were great- had to fight to get to the good leads. There was no training hardly at all.
If you're self made and have other means of income - this is a fine job. If not, don't expect to make any money for years!
Came in and ran claims through the Medicare calculator to determine what the Medicare expected amount would be to pay them there rate. Would pay the grandfathered people the old way and pay them more than what they should have been paid on claims.
I accept inbound and make outbound phone calls to people who are applying for life insurance. I would ask a series of health questions and submit that information to processing so that they will make a decision to determine whether or not they are eligible
Nice people to work with
Management is not willing to work with you if you are sick or unable to work
Telemarketer (Former Employee) – Dallas, TX – November 12, 2014
Manual cold calls customers, set appointments for interested clients ,and filling out forms concerning schedules for insurance agents to make sale calls. A floor manager made sure proper calling techniques were used by all coworkers..Cold calling to individual customers. Convenient at times because you could work from home at times..
Customer Service Supervisor (Former Employee) – McKinney – October 22, 2014
You have to be ready to take incoming calls everyday. You will learn about life insurance and what it is all about. The management is constantly evolving. You will meet new people everyday. The hardest part about the job is when you have to tell a customer bad news. The most enjoyable part is when you are able to assist them in what they needed.
filing, answering calls, faxing, data entry learned how to adjust to all kinds of agents/personalities no co-workers just my boss, she was great hardest part was the drive there meetings & conferences where the best part of my job finally people in the house... :)
Office Manager (Former Employee) – Tulsa, OK – July 29, 2013
Managing the day to day activities within a busy office like this one was, allowed me the opportunity to develop excellent phone etiquette with policyholders, potential clients, insurance agents, the branch manager, and corporate contacts.
I was to sell medicare supplement polices to senior citizens, however, most of the lead generation was for areas in Orlando, and I was 60 miles south in Lakeland. I did not have many leads for my area, and therefore did not sell as much as my coworkers.
Calling to set appointments or going to homes or businesses to sell insurance. The hardest part was only making commission. I enjoyed helping people pick a policy that was financially suitable for their needs.