Product Support Spec-Life Insurance(2-3 yrs. life insurance exp.)
The Producers Group (La Jolla/UTC area) - San Diego, CA

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Successful Life Insurance Brokerage Agency is seeking a highly motivated and organized individual with general agency or life insurance carrier experience to provide case design and agent relationship management. Must possess the ability to handle a high volume workload with a strong sense of urgency. Company culture is high volume, quick turn around and customer centric.

Duties and Responsibilities:

  • Provide illustration and sales support to internal and external customer.
  • Assist producers with case development.
  • Disseminate information to producers regarding Carriers' products, special offers and incentive programs.
  • Develop and deliver sales/training presentations as directed by manager.
  • Establish, build and maintain strong positive relationships with internal and external customers.
  • Use knowledge regarding industry and customer's needs to provide sales support and services.
  • Effectively communicate the Company value to producers.
  • Effectively resolve customer questions, issues and complaints.

Desired Skills/Experience:

  • Minimum of 2-3 years prior Term & UL insurance illustration experience required.
  • Strong understanding of the life insurance industry and how life insurance is used, gained through related experience and/or education.
  • Excellent communication and customer service skills.
  • Strong analytical and problem-solving skills.
  • Ability to complete tasks/projects timely, efficiently and with a high degree of accuracy and urgency.
  • Proven ability to effectively work with external and internal customers.
  • Ability to work independently and in a team environment.
  • PC proficiency in Windows, Word and Excel.

For immediate consideration, please submit resume and salary requirements.


Indeed - 22 months ago - save job