Company Name:
Approximate Salary:
35000.00
Per Year
Location:
Baton Rouge, Louisiana
Country:
United States
Industry:
Insurance
Position type:
Full Time
Experience level:
4-6 Years
Education level:
See ad for details
Street:
4826 Jamestown Avenue, Suite 2B
City:
Baton Rouge
State:
Louisiana
ID
89451
Phone:
8445276771

Insurance Concierge

Pride Life Insurance, LLC is an independent life insurance brokerage firm that works with a wide range of clients on a national basis.  Pride Life Insurance, LLC is unique in that it focuses on the LGBTQ community and offers Insurance Concierge services to its clients.


Position Summary:
The Insurance Concierge is responsible for working directly with clients to meet their life and health insurance needs.  This would include outreach to Community based organizations and LGBTQ groups throughout the country.  This is not a commission based sales position.


Essential Functions:

  • Must have a complete understanding of how to process New Business applications for Life Insurance
  • Communicate professionally, concisely, and effectively with internal and external clients on all issues pertaining to any New Business
  • Conduct 15-30 minute telephone interviews with clients or advisors to collect their personal, medical and avocation history
  • Complete and review life insurance applications, schedule third party telephone interviews
  • Coordinate signatures on delivery requirements and submit to insurance company to place coverage in-force
  • Consistently and effectively update case information in the firm database
  • Breakdown underwriting files and inform Client Administration team of future administrative obligations for the portfolio


Qualifications:

  • 4-5 years of Life Insurance Experience, Life and Health license required
  • Knowledge of new business processes, forms, carrier underwriting requirements
  • Strong interpersonal and communication skills – written and verbal
  • Strong problem-solving skills, highly detail oriented
  • Proficient in Word and Excel
  • Ability to work in a fast paced environment along a steep learning curve
  • Ability to organize, prioritize and manage multiple tasks and requests
  • Exercises good judgment


Compensation/Benefits:

  • $35,000 Annual Salary plus $6,000 - $12,000 Bonus.
  • Twelve Days Paid Time Off, Ten Paid Holidays
  • $3,000 Health Insurance Allowance
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