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Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES Creates marketing submissions and works with various carriers to obtain quotes as required; May negotiate prices, commissions, and/or co
Posted 28 days ago
Alliant Insurance Services
- San Francisco, CA / Walnut Creek, CA
Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs work of service team. Expert in all benefit lines and funding mechanisms. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages all client required services and maintains client relationship with no input from Producers; Manages large market boo
Posted 28 days ago
include (but not limited to) Call prospective as well as existing clients to review Medicare health insurance plans Represent leading insurance carriers with strong financial stability Provide client with best solution based upon immediate need and budgetary concerns Create an easy and enjoyable experience for all clients Qualifications Minimum of 1 year sales experience,
Posted 29 days ago
include but not limited to Support the recruiting effort and target recruiting goals by generating a candidate pipeline Conduct initial recruiting discussions with potential candidates, interview, extend and review contract agreements and compensation arrangements, and onboarding advisors Develop a comprehensive recruiting content strategy for multiple recruiting platforms
Posted 29 days ago
for this position include but are not limited to Taking inbound calls from prospects and agents Handling requests for annuity life insurance quotes and illustrations Outbound calling to follow up with agents and their pending business Outbound calling to follow up on incomplete contracts and general questions Follow up on CRM tasks assigned Refer agents to Internal Market
Posted 29 days ago
Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES Fosters and manages overall relationship with clients ensuring retention of book of business and high satisfaction; Reviews client team'
Posted 1 month ago
Place outbound and receive inbound calls Promote the company's product portfolio and provide service assistance to consumers Respond to consumer inquiries through inbound and outbound calls as well as internet inquiries Partner with sales team to better assist their clients Other duties as assigned Qualifications High School Diploma or GED required Minimum 1 year customer
Posted 1 month ago
Acts as an agent of broker assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages overall client relationship to maintain high account retention rate. Solicits new accounts to conduct direct selling and cold calling. Facilitates flow of informatio
Posted 1 month ago
Responsible for providing system and data support including training to users for all systems. Develops processes to ensure consistent client delivery, create efficiencies, and consistent standards across various systems for scalability growth. Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Co
Posted 1 month ago
Responsible for reviewing, underwriting and rating broker submissions for new and renewal business. Ensures content of submissions is complete; obtains additional information from Retail Producers and Account Managers as needed. Markets to carrier to obtain quotes, negotiate pricing, define coverage's, and determine commissions. ESSENTIAL DUTIES AND RESPONSIBILITIES Under
Posted 1 month ago
include (but not limited to) Call prospective as well as existing clients to review Medicare health insurance plans Represent leading insurance carriers with strong financial stability Provide client with best solution based upon immediate need and budgetary concerns Create an easy and enjoyable experience for all clients Qualifications Effective verbal communication skill
Posted 1 month ago
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