Our rapidly-expanding financial and insurance agency is looking for full-time and part-time individuals to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide training, support network and resources to help you reach - and exceed - your goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today!
Responsibilities
* Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience.
* Expand our prospective customer base and market our insurance products via networking, referrals, cold calling, and various marketing strategies to bring in new business.
* Assist current policyholders during the insurance claims process while overseeing existing insurance claims.
* Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies.
* Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping.
Qualifications
* Client service experience as a sales representative is a plus.
* Proficiency with Microsoft Office products.
* Prior health insurance or life insurance experience is a bonus.
Compensation
$45,000 - $200,000
About GFI Roundtree
At GFI Roundtree, our primary mission is to provide individuals with a remarkable opportunity to succeed and become genuine owners of their businesses. We stand apart in a landscape where many similar ventures no longer offer the invaluable prospect of business ownership.
We firmly believe that your hard work should translate into actual ownership of your enterprise. With GFI Roundtree, you’re not merely constructing a business; you are crafting an asset you can proudly call your own.
It’s about investing your time in something that can fulfill your dreams, make a lasting impact, and serve as a legacy for your family—a true testament to generational wealth. Our unique ability to own and control your business sets us apart and makes GFI the most appealing choice.
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