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Insurance Agent - Centralia, WA-logo
COUNTRY FinancialCentralia, Washington
We’re looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life’s planned and unexpected moments with the right insurance products. COUNTRY Financial® Insurance Agents have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the communities we serve. The Career Our insurance agents take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through our portfolio of property and casualty, life and health lines. Have the flexibility to manage their schedules to balance their careers and personal interests. Educate clients and prospects about our products and services. Collaborate with COUNTRY Trust Bank® Financial Advisors to inform clients of our financial products and services. Establish an office and build a staff. We Offer COUNTRY Financial® Insurance Agents have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity and integrity. There is no buy-in required. Qualifications Successful COUNTRY Financial® Insurance Agents are: Entrepreneurial, motivated, and goal driven. A strong communicator with excellent business acumen. Committed to linking your efforts with tangible rewards. Passionate about making positive impacts in their communities. Required Licenses* Property/Casualty State Insurance License* Life/Health State Insurance License* Preferred Experience Bachelor’s Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial® is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate’s ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

Posted 30+ days ago

Insurance Benefits Specialist- 100% Remote-logo
Global ElitePortland, Oregon
NOW IS THE BEST TIME TO JOIN FULL-TIME REMOTE COMPLETELY WORK FROM HOME ALL BENEFITS REPRESENTATIVES START AT ENTRY LEVEL AND MOVE UP! Suggested schedule of success to get you paid EACH WEEK! GLOBE LIFE: AO is looking for an entry level insurance benefits agent who is searching for an opportunity to help our members protect their families. AIL is one of the nation's significant providers of supplemental life and health insurance to labor unions, credit unions, and associations. We cover more than 2 million policy holders and represent more than $130 million in annual insurance product sales. AIL's growth is sustained through high customer satisfaction, innovative lead programs, customer referrals, and a competitive compensation program. JOB BENEFITS: Full training provided 100% work from home Competitive compensation Paid weekly along with earned bonuses Career advancement opportunities Company benefits Value a healthy work-life balance RESPONSIBILITIES: Respond to client requests for coverage while representing their best interests. Create and explain individualized policies via our "Needs Analysis" system. Train others to learn our programs. Work and learn from management teams to stay up to date on new products, services, and policies. QUALIFICATIONS: No skills needed! We will help shape you into an incredible entry level benefits agent!

Posted 4 days ago

Sales Representative, Life Insurance-logo
KemperRaleigh, North Carolina
Location(s) Raleigh, North Carolina Details Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper’s products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type: Full Time Work Arrangement: Field Role Career and Opportunity: Kemper is a diversified insurance holding company. We are firmly committed to servicing the insurance needs of modest-income families. Our strength lies within our dedication to frequent personal visits with our customers in their homes for premium collection and other service needs. You’ll start with a paid license preparation/training period! As an Insurance Sales Agent, you will begin with an already existing book of business and have the exciting opportunity to grow the business through your work and dedication. Are you passionate about serving the under-served? This career could be for you! Our Agents gain personal satisfaction and prestige in the community by performing meaningful work to help our clients protect the ones they love and the things they own. With a pay for performance compensation model, Agents have a chance to write their own paycheck with increasing income opportunity as skills and knowledge grow. Superior performance is recognized through awards, prizes, and trips. Benefits: Kemper offers competitive benefits including Group Life Insurance, Major Medical & Dental, Short-term & Long-term disability, 401(k) with company match, Paid Vacation, Employee Stock Purchase Program. Responsibilities: Agents are set up for success by being assigned a territory (called an agency) with an established book of in-force business. Day to day activities: Conducting sales presentations, recommending products, closing sales, and using our Customer Care Sales Model Continuously prospecting for sales opportunities Collecting premiums from policyholders, based on a pre-arranged schedule Responding promptly to policyholder service requests such as beneficiary changes, claims, loans, etc. Appropriately keeping records, accounting for money collected, and processing paperwork Our agents are expected to: Increase the agency size Build strong working relationships with customers Devote whatever time is necessary to fulfill the responsibilities of the position Commit to ongoing development of knowledge and skills Minimum qualifications: Customer service experience The ability to visit customers and prospects door-to-door Must be at least 18 years of age Valid driver’s license with 100k/300k auto insurance coverage Dependable vehicle as daily travel is required Ability to pass a background check, motor vehicle report check and drug screening Authorized to work in the United States Preparation: Licensing –We provide assistance and guidance to those who are preparing to sit for licensing exams. Basic Training – New agents complete a basic development program that includes self-study, classroom time, role-play, and extensive fieldwork. On-the-job training allows new agents to earn a paycheck while learning their profession Opportunity is knocking. Don’t let it pass you by! Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.

Posted 30+ days ago

100% Work from Home Insurance Enrollment Specialist-logo
Global ElitePortland, Oregon
Due to the rapid expansion of our company, we are looking to hire new associates to our customer service team. Our company works with 45,000 union workers in California who require personal customer care. As a result of the increased demand of our client base, we are looking for highly motivated workers to counsel and serve working families. However, our service team is selective. We are looking for qualified candidates who have experience in customer service or sales, and are also flexible, adaptable and trainable. This is a full time position. WHO WE MARKET TO : We specialize in life insurance to protect different areas for the family with average income and health. We have too many requests for insurance through our niche market but not enough agents to help fill these requests. HOW WE GET PAID: Yes, this is commissions only! The commission schedule is designed to help you make money ASAP! You could be paid within a week of writing your first policy. Our average sale nationwide is for $1,000 in annual premium with 2 bonus structure associates are earning $600 just for one sale. TRAINING WE PROVIDE : We have made it so you can sell a policy in quickly. We provide you with all the training you will need on our carriers, products, sales scripts. Our job is to help you make money! Want to grow an agency? We can help you achieve that within months! Minimum requirements for consideration: Great Work Ethic Positive Attitude Outgoing Personality Ambitious Benefits Includes Health Insurance reimbursement Life insurance Bonuses Retirement Plan Weekly pay

Posted 4 days ago

ACCOUNT RECEIVABLES SPECIALIST - Health Insurance, Bonus, Paid Vacation, Paid Holiday.-logo
Rainbow InternationalLorton, Virginia
Benefits: Bonus based on performance Health insurance Rainbow Restoration of Northern Virginia, a growing residential and commercial restoration company. We are seeking applicants for the position of Account Receivable and Administrative Assistant. Essential Duties and Responsibilities: Prepares, reviews and mails monthly customer statements. Posts revenues by verifying and entering transactions. Updates receivables by totaling unpaid invoices. Call/email customer /Adjusters daily for the unpaid invoices. Verifies validity of account discrepancies by obtaining and investigating information from sales, Insurance adjusters, Estimates Resolves valid or authorized deductions by communicating with the estimator and Project Manager Resolves customer accounts by examining payments and payment history to determine if collection letters need to be sent out on delinquent accounts. Keeping accurate records and reporting on collection activity Summarizes receivables by maintaining invoice accounts, coordinating monthly transfer verifying totals, and preparing reports for active accounts and collection accounts Assists other finance areas such as accounts payable. Monitor Accounts to identify outstanding debts. Investigate the history data for each debt or bill. Process payments and refund Resolve Billing and customer issues Other Administrative duties as assigned. Physical Demands: Frequently required to sit and use hands/fingers to handle, feel and to manipulate keys on a keyboard. Occasionally required to stand, walk and reach with arms and hands. Vision abilities required by this job include close vision. Work Environment: Typical office work environment, which is usually quiet. Required to operate a personal computer, photocopy machine, facsimile machine, calculator, telephone, etc. The essential duties and responsibilities; knowledge, skills and abilities; physical demands; and work environment are representative of those that must be performed satisfactorily, must be met, or will be encountered with this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Compensation: $14.00 - $18.00 per hour At Rainbow International® Restoration we’re helping families out when disaster strikes, turning their damaged houses back into homes. Our franchisees are looking for qualified people seeking to do what it takes to restore the customers property. Does the sound of that excite you? Then seeking a career with an independently owned and operated Rainbow International® franchise might be the place for you. Because for our family, this isn’t just a job, it’s a calling. Notice Rainbow International LLC is the franchisor of the Rainbow International Restoration® franchised system. Each Rainbow International Restoration® franchised location is independently-owned and operated by an independent franchisee performing services. As a service to its independent franchisees, Rainbow International LLC lists employment opportunities available throughout the franchised network so those employment opportunities may be conveniently found by interested parties at one central location for brand management purposes only. Rainbow International LLC is NOT the employer seeking help. The only employer is the independent franchisee who has listed its available positions on this website. *Acknowledgement I acknowledge that each independent Rainbow International Restoration® franchisee hires and determines the terms and conditions of employment for its own employees. Any employment benefits, compensation and employment practices vary by location. Neither Rainbow International LLC (“Franchisor”) nor its affiliates have the power to: (1) hire, fire or modify the employment condition of franchisee’s employees; (2) supervise and control franchisee’s employee work schedule or conditions of employment; (3) determine the rate and method of payment; or (4) accept, review or maintain franchisee employment records. Rainbow International LLC is NOT the employer and/or joint employer for: (i) any of the job opportunities listed on this website; (ii) any of the independent franchisees; and, (iii) any of the employees of the independent franchisees.

Posted 30+ days ago

100% Work from Home Insurance Enrollment Specialist-logo
Global ElitePortland, Maine
Due to the rapid expansion of our company, we are looking to hire new associates to our customer service team. Our company works with 45,000 union workers in California who require personal customer care. As a result of the increased demand of our client base, we are looking for highly motivated workers to counsel and serve working families. However, our service team is selective. We are looking for qualified candidates who have experience in customer service or sales, and are also flexible, adaptable and trainable. This is a full time position. WHO WE MARKET TO : We specialize in life insurance to protect different areas for the family with average income and health. We have too many requests for insurance through our niche market but not enough agents to help fill these requests. HOW WE GET PAID: Yes, this is commissions only! The commission schedule is designed to help you make money ASAP! You could be paid within a week of writing your first policy. Our average sale nationwide is for $1,000 in annual premium with 2 bonus structure associates are earning $600 just for one sale. TRAINING WE PROVIDE : We have made it so you can sell a policy in quickly. We provide you with all the training you will need on our carriers, products, sales scripts. Our job is to help you make money! Want to grow an agency? We can help you achieve that within months! Minimum requirements for consideration: Great Work Ethic Positive Attitude Outgoing Personality Ambitious Benefits Includes Health Insurance reimbursement Life insurance Bonuses Retirement Plan Weekly pay

Posted 3 weeks ago

Senior Client Service Representative - Business Insurance-logo
Marsh McLennanSchaumburg, Illinois
Company: Marsh McLennan Agency Description: About Marsh McLennan Agency Midwest Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. A day in the life. As a Senior Client Service Representative, your primary focus is providing exceptional client service. You will oversee insurance programs, manage transactions, update client information, and negotiate coverage terms. Collaborating closely with the account servicing team, you will also address inquiries, maintain data integrity and interpret complex documents. Our future colleague. We’d love to meet you if your professional track record includes these skills: 2+ years’ experience in commercial Property & Casualty insurance at an agency or related company Excellent written and verbal communication skills to effectively service customers Being a self-starter; a highly organized problem solver with good time management skills to meet deadlines Detail orientation and handling a wide variety of tasks Interpreting documents, such as insurance policies, applications and proposals. Proficiency with Excel Spreadsheets, Word Documents, and learning Agency Management Systems Ability to work on a fast paced, high-energy team while maintaining a positive attitude These additional qualifications are a plus, but not required to apply: Property & Casualty license preferred, or the ability to obtain upon hire BS/BA in Business, Insurance or related field We know there are excellent candidates who might not check all these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. A Great Place to Work. A Great Place to Perk. Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include: Medical, dental, vision, 401K benefits and more The flexibility to work at home or an office, based on your discretion and schedule Start with 20 days of paid time off A paid day off to volunteer and company-organized volunteer events Up to $1,000 per year in matching charitable donations Up to $750 per year in wellness rewards All the nitro cold brew coffee and sparkling water you can drink A company-wide mentality that you can never appreciate your co-workers too much Who You Are is Who We Are MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw Follow us on social media to meet our colleagues and see what makes us tick: https://www.instagram.com/lifeatmma_midwest/ https://www.facebook.com/MMAMidwest https://x.com/MarshMMAMidwest https://www.linkedin.com/company/marsh-mclennan-agency #MMAMW #MMABI #LI-Hybrid The applicable base salary range for this role is $40,230 to $74,865. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Posted 30+ days ago

100% Work from Home Insurance Sales- LEADS/ NO COLD CALLING-logo
Global EliteJackson, Tennessee
Due to the rapid expansion of our company, we are looking to hire new associates to our customer service team. Our company works with 45,000 union workers in California who require personal customer care. As a result of the increased demand of our client base, we are looking for highly motivated workers to counsel and serve working families. However, our service team is selective. We are looking for qualified candidates who have experience in customer service or sales, and are also flexible, adaptable and trainable. This is a full time position. WHO WE MARKET TO : We specialize in life insurance to protect different areas for the family with average income and health. We have too many requests for insurance through our niche market but not enough agents to help fill these requests. HOW WE GET PAID: Yes, this is commissions only! The commission schedule is designed to help you make money ASAP! You could be paid within a week of writing your first policy. Our average sale nationwide is for $1,000 in annual premium with 2 bonus structure associates are earning $600 just for one sale. TRAINING WE PROVIDE : We have made it so you can sell a policy in quickly. We provide you with all the training you will need on our carriers, products, sales scripts. Our job is to help you make money! Want to grow an agency? We can help you achieve that within months! NOT LICENSED? No Problem. We have many resources available to you to help get you started. Minimum requirements for consideration: Great Work Ethic Positive Attitude Outgoing Personality Ambitious Benefits Includes Health Insurance reimbursement Life insurance Bonuses Retirement Plan Weekly pay

Posted 2 weeks ago

B
Baldwin Group ColleaguePlano, Texas
Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we’ve helped more than a million customers protect what matters most. Licensed in all 50 states, Westwood represents hundreds of insurance products offered by the country’s top insurance companies. That’s an advantage for our customers, who benefit from a wide selection of products and pricing. Westwood works closely with home builders and mortgage companies to provide homeowners insurance that is fast, easy, and hassle-free. Our technology-based approach simplifies the process by incorporating insurance into the closing process. The result is happier customers and more on-time closing. As a full-service agency, we can help customers find the right coverage for their circumstances from a wide variety of insurance products, including homeowners and renters policies, auto insurance, specialty item and special event endorsements, small business insurance, umbrella policies, and much more. Job Description Summary Assist potential customers with their personal insurance needs via telephone and email by explaining policy and coverage options and benefits using a consultative sales approach in a fast paced and high-volume call center. Principal Responsibilities: Quote and sell various insurance policies to potential customers via telephone and email with multiple carriers and meet sales targets Use company sales system to manage leads, tasks and quoting within expected time frames Evaluate risk to accurately quote and recommend insurance carrier and coverage based on underwriting guidelines and customer needs while meeting quality goals Build and maintain relationship with provided lead sources which may be internal or external Organize and prioritize workload to meet team and company Education, Experience, Skills and Abilities Requirements: High School Diploma/GED Active Property & Casualty Insurance License Sales Experience Organization and time management Team oriented Flexible with changing priorities Ability to listen to and consider the views and opinions of others Encourage open communication, cooperation, and knowledge sharing Oral and written communication skills Problem solving Working Independently Basic computer literacy skills required #LI-JW1 #LI-HYBRID Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Posted 1 week ago

Insurance Benefits Specialist- 100% Remote-logo
Global EliteSan Jose, California
NOW IS THE BEST TIME TO JOIN FULL-TIME REMOTE COMPLETELY WORK FROM HOME ALL BENEFITS REPRESENTATIVES START AT ENTRY LEVEL AND MOVE UP! Suggested schedule of success to get you paid EACH WEEK! GLOBE LIFE: AO is looking for an entry level insurance benefits agent who is searching for an opportunity to help our members protect their families. AIL is one of the nation's significant providers of supplemental life and health insurance to labor unions, credit unions, and associations. We cover more than 2 million policy holders and represent more than $130 million in annual insurance product sales. AIL's growth is sustained through high customer satisfaction, innovative lead programs, customer referrals, and a competitive compensation program. JOB BENEFITS: Full training provided 100% work from home Competitive compensation Paid weekly along with earned bonuses Career advancement opportunities Company benefits Value a healthy work-life balance RESPONSIBILITIES: Respond to client requests for coverage while representing their best interests. Create and explain individualized policies via our "Needs Analysis" system. Train others to learn our programs. Work and learn from management teams to stay up to date on new products, services, and policies. QUALIFICATIONS: No skills needed! We will help shape you into an incredible entry level benefits agent!

Posted 4 days ago

Finance & Insurance Manager-logo
Underriner MotorsBillings, Montana
Job Summary: A Finance and Insurance (F&I) Manager is responsible for helping customers finance their vehicle purchase by working with lending agencies; they are also responsible for having a deep understanding of aftermarket options and warranties that can be purchased with the vehicle being sold. Finance and Insurance (F&I) Manager Compensation and Benefits: Flexible Working Hours Closed on Sundays and major holidays FREE Health Insurance Dental & Vision insurance Life Insurance Paid time off Employee discount referral program 401(K) Matching Finance and Insurance (F&I) Manager Responsibilities: Develop a comprehensive menu selling process to maximize the finance department’s overall profitability and product penetration Track portfolio with lenders Review and inspect the flow of the department’s paperwork on a daily basis to ensure a timely turnaround on all deals Ensure all deals are fully compliant with local, state, and federal guidelines Demonstrate commitment to supporting the sales department in achieving its goals Be an example of professional morals, ethics, and excellent customer service Work closely with sales team on enforcement of proper selling methods Set and maintain finance department work schedule Finance and Insurance (F&I) Manager Requirements: Minimum high school diploma or GED equivalent Prior automotive experience preferred Excellent communication and customer service skills Professional appearance and work ethic Self-motivation Knowledge of regulatory and compliance requirements Ability to work within a fast-paced environment Clean driving record & valid driver’s license About Us: Our family has been in the automotive business for nearly 80 years. The Whitaker / Selover / Underriner brand is four generations strong and, since our opening day in Montana in 1944, we have taken pride in being supportive of our team members, as well as local organizations in and around our communities. Each generation has added to our success, growth and ways we give back to our communities. In 2014, we expanded into Washington adding Walla Walla Valley Honda and its community to our Automotive Family. Recently we were pleased to announce the addition of The Dalles, Oregon’s Ford and Nissan dealerships. We are driven to grow and establish strong roots in every community we serve. It's what our family legacy is built on, and why our values remain Family, Community, Integrity, Passion, and Accountability. Underriner is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

Posted 3 weeks ago

A
Auto Club GroupMilwaukee, Wisconsin
It’s a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Hourly Job Description: $5,000 Sign-On Bonus Payment Terms: $2,500 paid after 30 days of employment, $2,500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay $25,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages: · Medical, dental and vision benefits · 401k Match · Paid parental leave and adoption assistance · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays · Paid volunteer day annually · Tuition assistance program, professional certification reimbursement program and other professional development opportunities · AAA Membership · Discounts, perks, and rewards and much more Why Choose AAA The Auto Club Group (ACG) · Lead generation of 14+ million members · Access to unlimited walk-in traffic and referrals · Online lead generation · Annual Sales Incentive Trip A DAY IN THE LIFE of a Field Life Agent The Auto Club Group is seeking a Field Life Agent who will customarily and regularly be engaged in outside sales activities away from their assigned AAA branch. You will be challenged to drive new business with competitive products and help retain The Auto Club Groups 14+ million members. · Solicit and sell Life & Health insurance and Annuity products under minimal supervision primarily within ACG branch location. · Thorough knowledge of various product features and marketing and sales techniques, achieve established sales goals. · Develop leads and prospects for new accounts through various marketing activities (outbound/inbound phone calls, mailings, referrals, networking, website, seminars, etc.) · Prepare proposals, and close sales of Life, Health, Annuity, Membership, and Financial Services products. · Complete appropriate applications, forms and follow internal processing procedures to ensure transactions are handled in accordance with company policies and practices. · Work collaboratively with others in the Branch to reach business goals, maximize leads, sales opportunities and take advantage of cross-sell opportunities. · Assist Underwriting and Brokerage Departments in satisfying requirements. · Respond to customer inquiries and problems and ensure sound sales practices are used. · Prepare reports documenting prospecting and sales activities, maintain specified production standards and persistency levels for all required products. What it’s like to work for The Auto Club Group: · Serve our members by making their satisfaction our highest priority · Do what’s right by sustaining an open, honest and ethical work environment · Lead in everything we do by offering best-in-class products, benefits and services · ACG values our employees by seeking the best talent, rewarding high performance and holding ourselves accountable WE ARE LOOKING FOR CANDIDATES WHO · Possession of valid State Life Sales licenses · Ability to take and pass LUTC or CLU coursework · Maintain Life and Health licenses required to sell products · Possession of a valid State driver’s license · Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products Education · High School diploma or equivalent Work Experience · Minimum of 2 years' experience with a proven record of successfully soliciting and selling life insurance products · Experience selling intangible products Successful candidates will possess: · Strong working knowledge of Life Insurance and Annuity products and services · Ability to listen to and analyze customer needs and make recommendations to customers that best fit customers’ needs and to promote a positive Member experience. · Effectively communicate complex information with prospective clients in a clear manner · Ability to prepare proposals and conduct closing interviews to sell Life and Annuity products. · Assessing and reflecting customer insurance requirements consistent with company standards when writing policies · Ability to perform mathematical calculations to determine premiums and values of Life insurance and financial products · Ability to build and maintain strong relationships with customers · Prospecting and developing new sales opportunities and meeting production requirements · Ability to work collaboratively with all team members to attain business goals. · Strong communication skills with others in the Branch to keep partners and branch management informed on sales and the disposition of any partner generated leads · Understands and can articulate to customers the tax and legal impacts the products have on Members · Strong organization, planning, time management and administrative skills · Representing Auto Club Life in a professional and positive manner · Safely operating a motor vehicle to travel to various locations to attend meetings or community events · Proficient writing skills to compose routine correspondence · Working independently with minimal supervision · Good PC skills including working knowledge of word processing, spreadsheet, presentation, and email. Work Environment · Works in a temperature-controlled office environment. · Limited travel required for community events, with exposure to road hazards and temperature extremes Who We Are Become a part of something bigger. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. And when you join our team, one of the first things you’ll notice is that same, whole-hearted, enthusiastic advocacy for each other. We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger. To learn more about AAA The Auto Club Group visit www.aaa.com Important Note: ACG’s Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level. The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all its affiliated companies, is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.

Posted 3 days ago

Insurance Benefits Specialist- 100% Remote-logo
Global EliteEau Claire, Wisconsin
NOW IS THE BEST TIME TO JOIN FULL-TIME REMOTE COMPLETELY WORK FROM HOME ALL BENEFITS REPRESENTATIVES START AT ENTRY LEVEL AND MOVE UP! Suggested schedule of success to get you paid EACH WEEK! GLOBE LIFE: AO is looking for an entry level insurance benefits agent who is searching for an opportunity to help our members protect their families. AIL is one of the nation's significant providers of supplemental life and health insurance to labor unions, credit unions, and associations. We cover more than 2 million policy holders and represent more than $130 million in annual insurance product sales. AIL's growth is sustained through high customer satisfaction, innovative lead programs, customer referrals, and a competitive compensation program. JOB BENEFITS: Full training provided 100% work from home Competitive compensation Paid weekly along with earned bonuses Career advancement opportunities Company benefits Value a healthy work-life balance RESPONSIBILITIES: Respond to client requests for coverage while representing their best interests. Create and explain individualized policies via our "Needs Analysis" system. Train others to learn our programs. Work and learn from management teams to stay up to date on new products, services, and policies. QUALIFICATIONS: No skills needed! We will help shape you into an incredible entry level benefits agent!

Posted 1 week ago

Client Director National Accounts - Business Insurance-logo
Marsh McLennanGolden Valley, Minnesota
Company: Marsh McLennan Agency Description: Client Director National Accounts – Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 10,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Client Director at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Director on the National Accounts team, you’ll be responsible for the overall strategic results on assigned accounts, as well as the strategic coordination of client marketing and servicing. Assigned to the largest and most complex clients within the agency, the Client Director will work closely with producers and clients to develop effective commercial programs. This role is responsible for retention and expansion of an assigned book of business and participation in the procurement of new business. This is accomplished through proactive client service, managing renewals/marketing, and business development initiatives. Our future colleague. We’d love to meet you if your professional track record includes these skills: Bachelor’s degree or equivalent work experience required In-depth working knowledge of commercial lines with 10+ years of industry experience and demonstrated relationship management skills including client management responsibilities. Experience establishing strategy and direction for commercial programs Ability to coordinate multiple projects while ensuring timely and accurate client deliverables, with effective problem solving and resolution skills Strong organizational, project planning and management, analytical and multi-tasking skills Property & Casualty License or ability to attain required These additional qualifications are a plus, but not required to apply: College degree is preferred We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw Follow us on LinkedIn, Facebook, Instagram, and Twitter to meet our colleagues and see what makes us tick: https://www.instagram.com/lifeatmma/ https://www.facebook.com/LifeatMMA https://www.linkedin.com/company/marsh-mclennan-agency/ The applicable base salary range for this role is $90,100 to $167,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs. Applications will be accepted until January 31, 2025. In addition to the base salary, this position may be eligible for performance-based incentives. Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAUMW #LI-Hybrid #MMABI The applicable base salary range for this role is $90,100 to $167,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Posted 4 days ago

100% Work from Home Insurance Sales- LEADS/ NO COLD CALLING-logo
Global EliteGreen Bay, Wisconsin
Due to the rapid expansion of our company, we are looking to hire new associates to our customer service team. Our company works with 45,000 union workers in California who require personal customer care. As a result of the increased demand of our client base, we are looking for highly motivated workers to counsel and serve working families. However, our service team is selective. We are looking for qualified candidates who have experience in customer service or sales, and are also flexible, adaptable and trainable. This is a full time position. WHO WE MARKET TO : We specialize in life insurance to protect different areas for the family with average income and health. We have too many requests for insurance through our niche market but not enough agents to help fill these requests. HOW WE GET PAID: Yes, this is commissions only! The commission schedule is designed to help you make money ASAP! You could be paid within a week of writing your first policy. Our average sale nationwide is for $1,000 in annual premium with 2 bonus structure associates are earning $600 just for one sale. TRAINING WE PROVIDE : We have made it so you can sell a policy in quickly. We provide you with all the training you will need on our carriers, products, sales scripts. Our job is to help you make money! Want to grow an agency? We can help you achieve that within months! NOT LICENSED? No Problem. We have many resources available to you to help get you started. Minimum requirements for consideration: Great Work Ethic Positive Attitude Outgoing Personality Ambitious Benefits Includes Health Insurance reimbursement Life insurance Bonuses Retirement Plan Weekly pay

Posted 3 weeks ago

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Mark RossmillerSun City, Florida
*This role requires bilingual Spanish* Are you a motivated and customer-centric individual with a passion for sales and a desire to make a positive impact on people's lives? Do you dream of a rewarding career where your efforts are recognized and rewarded? Look no further! Mark Rossmiller State Farm is seeking a Sales Associate to join our dynamic and successful team. About Us: At Mark Rossmiller State Farm, we are more than just an insurance agency; we are a trusted partner in our customers' lives, providing them with protection and peace of mind. With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a leader in the insurance industry. As a State Farm agency, we have access to a wide range of insurance and financial products, enabling us to provide tailored solutions to our valued clients. About Mark Rossmiller Local State Farm agent in Sun City Center, Florida State Farm Experience since 1987 Chairman Circle Qualifier Offering Health Insurance FREE Insurance Review llinois State University Graduate Role and Responsibilities: As a Sales Associate at Mark Rossmiller State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements. Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement. Consultative Selling: Conducting in-depth consultations with customers, identifying their coverage needs, and presenting suitable solutions in a clear and understandable manner. Customer Relationship Management: Building strong and lasting relationships with clients, ensuring their satisfaction, and providing ongoing support. Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service. Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients. Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous. Bilingual Spanish Licensing Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office HOURS 8:30-5:00 Flexible work from home options available. Compensation: $40,000.00 - $75,000.00 per year About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, and Renters Insurance. Our office is located in Sun City Center, Riverview, Brandon FL. I have been a State Farm agent since 2001. Before becoming a State Farm Agent, I was previously employed as a State Farm Employee. I am a proud graduate of Illinois State. We currently have 32 team members at our agency. Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, Silver Scroll, and Bronze Tablet Additional languages spoken: Spanish, Polish, and Vietnamese Apply now and let us put you on the path to success. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Posted 1 week ago

Sales Representative, Life Insurance-logo
KemperHouma, Louisiana
Location(s) Houma, LA Details Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper’s products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type: Full Time Work Arrangement: Field Role Career and Opportunity: Kemper is a diversified insurance holding company. We are firmly committed to servicing the insurance needs of modest-income families. Our strength lies within our dedication to frequent personal visits with our customers in their homes for premium collection and other service needs. You’ll start with a paid license preparation/training period! As an Insurance Sales Agent, you will begin with an already existing book of business and have the exciting opportunity to grow the business through your work and dedication. Are you passionate about serving the under-served? This career could be for you! Our Agents gain personal satisfaction and prestige in the community by performing meaningful work to help our clients protect the ones they love and the things they own. With a pay for performance compensation model, Agents have a chance to write their own paycheck with increasing income opportunity as skills and knowledge grow. Superior performance is recognized through awards, prizes, and trips. B enefits: Kemper offers competitive benefits including Group Life Insurance, Major Medical & Dental, Short-term & Long-term disability, 401(k) with company match, Paid Vacation, Employee Stock Purchase Program. Responsibilities: Agents are set up for success by being assigned a territory (called an agency) with an established book of in-force business. Day to day activities: Conducting sales presentations, recommending products, closing sales, and using our Customer Care Sales Model Continuously prospecting for sales opportunities Collecting premiums from policyholders, based on a pre-arranged schedule Responding promptly to policyholder service requests such as beneficiary changes, claims, loans, etc. Appropriately keeping records, accounting for money collected, and processing paperwork Our agents are expected to: Increase the agency size Build strong working relationships with customers Devote whatever time is necessary to fulfill the responsibilities of the position Commit to ongoing development of knowledge and skills Minimum qualifications: Customer service experience The ability to visit customers and prospects door-to-door Must be at least 18 years of age Valid driver’s license with 100k/300k auto insurance coverage Dependable vehicle as daily travel is required Ability to pass a background check, motor vehicle report check and drug screening Authorized to work in the United States Preparation: Licensing –We provide assistance and guidance to those who are preparing to sit for licensing exams. Basic Training – New agents complete a basic development program that includes self-study, classroom time, role-play, and extensive fieldwork. On-the-job training allows new agents to earn a paycheck while learning their profession Opportunity is knocking. Don’t let it pass you by! Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.

Posted 30+ days ago

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Baldwin Group ColleagueTampa, Florida
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Advisor, Private Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. Principal Responsibilities: Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale. Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts. Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account. Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail. Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved. Positively represents the firm in the community and with our insurance company partners. Performs other functions as assigned by leadership. Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership. Is expected to meet monthly new business goals. Education, Experience, Skills and Abilities Requirements: Certification(s): None required; None preferred License(s): Current State issued Property and Casualty Agent License, or General Lines Agent License. Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions. Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary Special Working Conditions: Fast paced, multi-tasking environment. Travel is required. Important Notice: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues. #LI-JG1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Posted 3 weeks ago

Insurance Accounting Sr. Subject Matter Expert - Client Servicing-logo
Clearwater AnalyticsBoise, Idaho
Job Summary: Client Servicing Subject Matter Experts are domain experts in a specific area or topic, operating as a liaison between our clients and internal teams. They develop and apply expertise on the Clearwater systems and processes to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients . Regarded as trusted experts in their area, they have the confidence to make decisions and contribute to client success, whilst being able to provide instruction to team members regarding their area of expertise. Responsibilities : Translate the client’s business requirements into specific system applications, process design, implementation materials/training and SOPs . Trusted to deliver accurate , timely and thorough responses to any inquiry in both written and verbal contexts, with the ability to simplify multiple complex topics . Effectively communicate and collaborate with a global team to accurately resolve complex problems and client inquiries in their area of specialism, as well as broader financial or accounting topics . Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames , and develop repeatable, scalable processes . Spread your knowledge by regularly providing mentorship/training, as well as designing and implementing training materials and SOPs . Proactively work towards continuous improvement of processes, procedures, tools and resources within the team . Manage and consistently complete assigned projects and coordinate necessary resources . Key contributor for knowledge base and SOP documentation, leading efforts to drive client self-service . Required Skills: Possess deep knowledge in their area of expertise . Broad industry expertise in investment accounting, using skills to contribute to the development of company objectives and principles . Can own multiple projects at a time, achieving goals in creative and effective ways . Strong computer skills, including proficiency in Microsoft Office. Excellent attention to detail and strong documentation skills . Outstanding verbal and written communication skills . Strong organizational and interpersonal skills . Exceptional problem-solving abilities. Education and Experience: Bachelor’s degree or above in Accounting or Finance-related field, or experience in relevant area of specialization . 7 + years ’ relevant experience .

Posted 30+ days ago

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Baldwin Group ColleagueTampa, Florida
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY RESPONSIBILITIES: Performs all Account Manager responsibilities as well as: Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance. Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Assists in establishing and maintaining appropriate carrier relationships. Performs marketing activities for large accounts as assigned. Prepares risk maps or peer reviewing risk maps for assigned accounts. Coordinates service delivery including developing initial placement/renewal strategy. Completes special projects. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership. When requested, serves as a mentor to new colleagues. KNOWLEDGE, SKILLS & ABILITIES: Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites. Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects. Exhibits excellent client service and problem-solving skills. Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs. EDUCATION & EXPERIENCE: A Bachelor’s degree is preferred, and either has, or is working towards, a professional insurance designation. Must possess at least five years’ experience and demonstrated proficiency in Account Management. License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required Demonstrates effective presentation skills through verbal and written communications. Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture. OTHER: Fast paced multi-tasking environment Some travel may be required. #LI-NS1 IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Posted 1 week ago

COUNTRY Financial logo

Insurance Agent - Centralia, WA

COUNTRY FinancialCentralia, Washington

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Job Description

We’re looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life’s planned and unexpected moments with the right insurance products.

COUNTRY Financial® Insurance Agents have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the communities we serve.

The Career
Our insurance agents take a consultative approach to grow business with existing and prospective clients. As independent contractors, they
are in business for themselves but not by themselves, and they:

  • Diversify their income through our portfolio of property and casualty, life and health lines.

  • Have the flexibility to manage their schedules to balance their careers and personal interests.

  • Educate clients and prospects about our products and services.

  • Collaborate with COUNTRY Trust Bank® Financial Advisors to inform clients of our financial products and services.

  • Establish an office and build a staff.

We Offer
COUNTRY Financial® Insurance Agents have uncapped earning potential and:

  • Opportunities to earn performance-based global trips and financial rewards.

  • Access to continued learning and marketing resources.

  • Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity and integrity.

  • There is no buy-in required.

Qualifications
Successful COUNTRY Financial® Insurance Agents are:

  • Entrepreneurial, motivated, and goal driven.

  • A strong communicator with excellent business acumen.

  • Committed to linking your efforts with tangible rewards.

  • Passionate about making positive impacts in their communities.

Required Licenses*

  • Property/Casualty State Insurance License*

  • Life/Health State Insurance License*

Preferred Experience

  • Bachelor’s Degree

  • 2+ years of experience in the insurance and or financial services industry

  • 5+ years of business ownership or managerial experience

About Us

COUNTRY Financial® is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.  

Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.


Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. 

*These licenses are not required to apply; however, the candidate’s ability to obtain these licenses is essential when a contract decision is made.

COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois.

Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

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