Life Insurance Agent

SENIOR TRUST LIFE LLC•Houston, TX

About The Position

We are seeking a professional Life Insurance Agent to ensure that each client has a positive experience when contacting the agency. The agent responds promptly to inquiries, maintains accurate records, and provides excellent customer service. The role includes consulting with individuals and families about life and final expense insurance, assessing their needs, recommending coverage aligned with financial goals and budgets, and explaining policy features and long-term protection strategies clearly. The agent also supports clients with quotes, policy updates, payments, applications, and enrollment while maintaining compliance with insurance regulations and company policies.

Requirements

Knowledge of life insurance.
High school diploma or GED required.
Life insurance license required.
Excellent communication skills.
Excellent customer service skills.
Familiarity with Microsoft Office and other software applications.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Answer customer questions via phone and email.
Assist clients with new quotes, policy updates, payments, and other services.
Schedule appointments and maintain a calendar.
Maintain detailed records of client interactions.
Assist clients with insurance policy selection and enrollment.
Maintain compliance with insurance regulations and company policies.
Provide accurate product information and customer support.
Manage client records and follow-ups.
Provide life and final expense insurance consultations to individuals and families.
Conduct needs analyses and recommend coverage based on financial goals and budgets.
Explain policy features, benefits, and long-term protection strategies in clear, simple terms.
Process applications, underwriting documents, and compliance forms.
Maintain ongoing client communication, follow-ups, and policy updates.
Collaborate with colleagues to provide comprehensive customer service.