Insurance Agents Key Responsibilities: Sales and Business Development: - Identifying and securing new clients through various methods, including leads, referrals, and networking. Client Needs Assessment: - Understanding clients' current insurance coverage and identifying gaps or needs for supplemental insurance. Policy Recommendations: - Recommending appropriate insurance products, explaining policy details, and helping clients choose the best options. Policy Management: - Assisting with policy applications, renewals, and any necessary paperwork. Customer Service: - Providing ongoing support to clients, answering questions, and addressing any concerns they may have. Relationship Building: - Maintaining strong relationships with clients to ensure their satisfaction and encourage ongoing business. Claim Support: - Assisting clients with the claims process and providing support when they need to file a claim. Sales Targets: - Achieving sales goals and contributing to the overall success of the agency. Specific to Combined Insurance: - Combined Insurance focuses on supplemental insurance products, meaning they offer policies that complement existing primary insurance coverage. Insurance agents often work independently and build their own client base, enjoying the benefits of being an independent sales representative. Insurance emphasizes providing training and support to their sales representatives to help them succeed in their roles. In essence, an Insurance agent is a sales professional who builds a business by helping individuals and families protect themselves with supplemental insurance, while also providing ongoing support and service to their clients. Requirements: - Must have 1 to 2 years of sales experience - Good communication skills, bilingual (Spanish/English a plus) - Excellent time management skills and attention to detail. - Ability to work a flexible schedule including Holidays and weekends. - Have a "can do, whatever it takes" attitude with strong follow-up skills. - Have a professional appearance. - · Prior insurance sales experience preferred.
Job Title: Content Marketing Professional – Financial Insurance Products Company: Isaac Gancfried & Associates Location:Remote Employment Type: Full Time About Us: Isaac Gancfried & Associates is a respected leader in financial insurance services, providing individuals and businesses with customized insurance and financial planning solutions. Our mission is to educate and empower our clients to make informed decisions about their financial future through trusted, reliable products and guidance. Job Summary: We are seeking a creative, strategic, and driven Content Marketing Professional to develop and manage engaging content that supports the marketing and sales of our financial insurance products. This individual will be responsible for crafting compelling digital and print content that educates, informs, and drives client interest and engagement. Key Responsibilities: Plan, create, and manage content across multiple platforms including blogs, websites, email campaigns, social media, and marketing materials. Develop content strategies tailored to financial insurance products, targeting both B2C and B2B audiences. Collaborate with financial advisors, underwriters, and marketing teams to produce accurate, informative, and compliant content. Write articles, newsletters, brochures, video scripts, and product descriptions explaining complex financial insurance concepts in clear, client-friendly language. Create and manage editorial calendars to support campaign and business objectives. Optimize content for SEO and digital engagement to increase online visibility and lead generation. Track content performance metrics and adjust strategies for maximum impact. Stay up to date with industry trends, regulatory changes, and competitor marketing efforts. Qualifications: Proven experience in content marketing, copywriting, or communications, preferably within the financial services or insurance industry. Strong writing, editing, and storytelling skills with the ability to simplify complex financial concepts. Solid understanding of life, health, and financial insurance products (or willingness to learn quickly). Familiarity with SEO best practices, email marketing platforms, and social media management tools. Ability to work independently and manage multiple projects and deadlines. Bachelor’s degree in Marketing, Communications, Journalism, Finance, or a related field preferred. What We Offer: Competitive compensation package with performance incentives. Flexible work environment (remote options available). Access to a respected portfolio of financial insurance products. Opportunities for professional growth and ongoing training. Supportive, collaborative team culture.
Job Overview We are seeking a motivated and detail-oriented Insurance Agent to join our dynamic team. The ideal candidate will possess strong negotiation skills and a deep understanding of insurance products. This role involves assisting clients in selecting the right insurance policies to meet their needs, while also ensuring compliance with industry regulations such as HIPAA. As an Insurance Agent, you will play a critical role in driving sales and providing exceptional customer service. Responsibilities - Engage with clients to assess their insurance needs and recommend appropriate coverage options. - Negotiate policy terms and conditions to secure favorable outcomes for clients. - Conduct thorough market analysis to stay informed about industry trends and competitive offerings. - Manage sales administration tasks, including maintaining accurate client records and documentation. - Provide support in benefits administration, ensuring clients understand their policy benefits. - Utilize telemarketing strategies to reach potential clients and promote insurance products. - Collaborate with team members to achieve sales targets and enhance customer satisfaction. - Stay updated on changes in regulations and compliance requirements within the insurance industry. Skills - Proven experience in insurance sales or a related field is preferred. - Strong negotiation skills with the ability to advocate for clients effectively. - Familiarity with HIPAA regulations and compliance standards is a plus. - Proficiency in sales administration processes and tools. - Ability to analyze market trends and adjust strategies accordingly. - Bilingual or multilingual capabilities are highly desirable for effective communication with diverse clients. - Experience in benefits administration is advantageous. - Excellent interpersonal skills with a focus on building lasting client relationships. Licensing - Company covers all expenses related to licensing. Join us in making a difference in the lives of our clients by providing them with the best insurance solutions tailored to their unique needs! Pay is commission based and position is fully-remote.