Licensed Life & Health Insurance Agent

Fortuity Calling, LLC•Columbus, OH

1d•Onsite

About The Position

At Fortuity we believe in our people, and in doing good business for the good of our community. Here, you will be part of a growing organization with an opportunity for career development and advancement. Fortuity provides customer service and sales support for corporate clients through engaged and professional teams of experienced agents. Licensed Life & Health Insurance Agents will assist in the enrollment and sales of life, health, and/or disability insurance to clients, and will provide additional follow-up service and support as needed according to changing insurance needs.

Requirements

High school diploma or equivalent required
Customer service experience required
State insurance licensure required
Excellent verbal and written communication skills including active listening
Service-oriented and able to resolve customer concerns
Proficient computer skills with the ability to learn new software and operate multiple screens
Thorough understanding of life insurance as an aspect of financial planning.
Ability to clearly explain complex insurance policies and packages.
Excellent emotional intelligence to provide comfort to beneficiaries after the death of a loved one
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times
Flexibility to work adjusted shifts, as necessary.
Accept coaching and performance feedback to improve customer experience and operational performance
Maintain a professional, respectful, and customer-focused demeanor in all interactions

Nice To Haves

Bachelor’s degree preferred
Some sales experience, particularly in insurance, highly preferred

Responsibilities

Interact with customers via telephone, email, online chat, or in person to provide support and information on products or services
Document all customer interactions in designated systems accurate
Consult clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details
Safeguarding non-public personal information (NPI) and always maintaining strict confidentiality
Provides rate quotes and coverage recommendations; assists with long-term planning.
Collect and enter orders for new or additional products or services
Assist with completion of application and other necessary paperwork; obtain underwriting approval when needed
Deliver policy and plan documents
Field customer questions and complaints; when the issue is beyond the representative’s knowledge, escalate to the assigned specialist or other appropriate staff
Follow up with clients on a periodic basis to assess financial, family, and other changes that may warrant modification of coverage
Facilitate distributions to beneficiaries as directed on the death of the policyholder.
Comply with all insurance regulations, security protocols, and workplace policies
Perform other related duties as assigned