Captive Insurance and Annuity Agent

First Catholic Slovak Union • Independence, OH

5d

About The Position

This role involves actively prospecting, networking, and cold-calling to find new clients. The agent will assess client risks and customize insurance programs (property, casualty, life, health) to fit within the carrier's product portfolio. Responsibilities include interviewing prospective clients to analyze their current financial situation and coverage gaps, handling policy renewals, updates, and endorsements, and acting as a liaison between the client and the insurance company during the claims process. Maintaining accurate client records in company systems is also a key duty.

Requirements

• State-required insurance licenses.
• Strong desire to meet or exceed monthly/annual sales quotas set by the parent company.
• Excellent communication skills to build long-term relationships and handle client inquiries.
• Deep understanding of the specific company’s, rules, and underwriting guidelines.

Responsibilities

• Actively prospecting, networking, and cold-calling to find new clients.
• Assessing client risks and customizing insurance programs (property, casualty, life, health) to fit within the carrier's product portfolio.
• Interviewing prospective clients to analyze their current financial situation and coverage gaps.
• Handling policy renewals, updates, and endorsements to maintain customer retention.
• Acting as a liaison between the client and the insurance company, guiding policyholders through the claims process.
• Updating and maintaining accurate client records in company systems.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed