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Job Ref: 13639
Delivery Specialist
Duties & Responsibilities
- Provide an excellent and user-friendly customer experience while communicating via phone, email and other modes of communication
- Communicate with customers to craft re-bundled solutions when necessary
- Follow up with open cases to efficiently close and complete policies
- Close in-process sales opportunities through effective lead follow up and value-add customer interactions
- Effectively document and provide accurate details to the insurance carriers and internal team members
- Master the workflows and software tools relevant to complete applications
Requirements:
- Active Life, Accident & Health Insurance Agent or Broker license
- Minimum 1 year of successful life insurance sales
- Excellent product knowledge surrounding individual life insurance policies
- Exceptional communication skills, both written and verbal
- Highly organized and driven
- Comfortable with technology
- Strong ethical conviction
- Team player: willing to assist in cross functional projects and excited about being part of a growing startup
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