Insurance Sales Assistant

Insurance Sales Assistant- Houston, TX

This job is to provide support to Insurance Executive with presentations, sales, and service of individual insurance products. This position will provide necessary support so that he can be freed up to maximize presentations and sales. This position is very process driven for interacting with prospects/clients and providing them with collateral that they need. Most prospect/client interaction is completed by phone and e-mail with some in person interaction. This position acts as an arm of our sales team to help obtain and retain customers. Interaction with our carrier partners is also an important part of this position.

Maintain licensing for the following:

• Health and Life License for State of Texas
• CMS Certification
• AHIP Certification
• Licensed with all the carriers for individual insurance products
• Work independently

Responsibilities

• Receive incoming phone calls from prospects and customers, along with schedule appointments
• Assist prospective customers by qualifying them for what services they need and when they need them
• Enter prospects into Agency Bloc and note conversations
• Communicate via phone, e-mail and send Proposal Requests to prospects
• Prepare proposals: Enter prospects into Sunfire Matrix, prepare/order Medicare Supplement, Life Insurance, Long Term Care proposals
• Manage ex-date prospect list with phone calls and e-mails
• Assist prospects with applying for Medicare Part A and B
• Schedule appointments
• Conduct Medicare education and insurance product presentations as needed
• Send necessary compliance items: Scope of Appointment, Health Insurance Consent Forms, required Medicare/Health insurance disclosure items
• Process enrollments for insurance products, follow process checklists requests and document Agency Bloc
• Assist current customers with service requests
• Order carrier supplies
• This list can change from time to time and in a small office it is important to be flexible with job duties

HOUWC46 #ZR