Sales Agent
Life insurance agent job in California
Aflac is looking for a Strategic Benefits Consultant to help businesses strengthen their employee benefits strategy. This consultative role is perfect for professionals in sales, HR, or consulting who want to partner with a nationally recognized brand while building their own book of business.
Advantages of working with us:
- Monday-Friday business hours - enjoy true work-life balance
- Unlimited earning potential with commissions, bonuses, renewals, and stock
- Represent a Fortune 500 company trusted by businesses nationwide
- Award-winning training, tools, and mentorship
- First 3-month bonus incentives available*
- Offer value-added services (telehealth, healthcare navigation, financial wellness tools)**
Responsibilities & requirements:
- Advise employers on benefits, needs and customized solutions
- Conduct consultations, product demos, and enrollments virtually or in person
- Build long-term relationships and provide excellent post-enrollment service
- Collaborate with teams for training, development, and support
- Strong consultative, communication, and relationship-building skills
- Background in B2B sales, HR, or client-facing consulting preferred, but not required
- Must be 18+ and authorized to work in the U.S.
- Entrepreneurial mindset and self-starter mentality
About Aflac:
At Aflac, we work directly with employers to deliver voluntary benefits to their employees while helping to solve issues small businesses face. Our Strategic Benefits Consultant, also known as Benefits Advisors, can play a vital role in helping people when they need it most - when they're injured or ill - by providing financial protection and peace of mind so they can focus on recovery, not bills.
*This is not a salaried position, Aflac Benefits Advisors earn commissions, bonuses, residual income, and stock.
**Aflac's affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers, and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state.
Aflac Benefits Advisors are independent contractors and are not employees of Aflac.
Aflac family of insurers includes American Family Life Assurance of Columbus and American Family Life Assurance Company of New York.
Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999 Z2500303 EXP 5/26
Clinical Agent
Life insurance agent job in Camarillo, CA
Department Call Center City Camarillo Exempt No JOB OBJECTIVE Under the general supervision of the Medical Director or Nurse Manager, the Clinical Agent will be provide nursing care to patients by way of limited patient assessment via telephone, assisting with appointment coordination, and collaboration with others within and outside the organization. Primary objective is to engage with patients and improve coordination of care.
Essential Functions And Responsibilities
The Clinical Agent is responsible for performing the following duties:
Monitors and responds to patient inquiry calls.
Assists with the evaluation and assessment of patient's health care needs based on patient's signs and symptoms utilizing established triage protocols and guidelines.
Effectively and efficiently uses clinical decision-making tools and algorithms.
Reports accurate medical information to assist provider with decision making.
Appropriately identifies patients with urgent needs and triages them with a provider to refer either to the emergency department or urgent care for evaluation.
Provides appropriate health advice within the scope of their licensure/certification to patients who do not require immediate in person care with a provider.
Documents accurate notes of all conversations and patient interactions in the patient's EMR.
Patient Education: Offer educational resources and information to patients.
Collaboration: Work with other healthcare professionals to ensure comprehensive patient care.
Schedules appointments for patients who need to see a CDCR provider, consulting with providers as appropriate.
Assists with supporting patients with medication questions i.e. frequency processing refill requests as dictated by prescribing provider.
Serve as a clinical resource and professional role model for other staff.
Communicates appropriately and tactfully with staff, consultants, patients and their families, and the community.
Provides a timely response to inquiries, which may take place via telephone or alternative communication platforms such as text messaging.
Participates in staff, training, and other meetings as needed. May be responsible for development of training materials or policies & procedures. Performs other duties as assigned, including scheduling and outreach calls.
Requirements
EDUCATION, EXPERIENCE AND QUALIFICATIONS
Minimum of three years' experience in direct patient care, preferably in an ambulatory care or outpatient setting.
Experience in Multi-Group Health Center setting preferred.
Current licensed LVN or certified Medical Assistant
Ability to multi task and prioritize.
Has strong critical thinking and customer service skills.
Knowledge of medical terminology, infection control and safety
Bilingual (English/Spanish) fluency preferred.
Excellent verbal and written communication skills, including clear and empathetic communication.
Strong computer skills including familiarity with Microsoft Office and EMRs.
How to Apply
Send applications or resume to: ************************ Fax: ************
Is this job listing for a Provider?
No
Wages
$22.00-$38.00
Wage Type
Hourly
Bilingual Spanish Agent
Life insurance agent job in Benson, AZ
Our Bilingual/Spanish Representative team starts between $37,000 - $40,000 per year ($18.00 - $19.25 an hour which includes $.50 an hour in onsite differential plus $1 language differential) plus bonus.
We host walk-in applicants on Tuesdays and Thursdays from 11 a.m. to 2 p.m. Stop by our location at 7810 E Escalante Blvd. to apply and interview on the spot.
Walk into your career at Afni!
What Will I Do as a Bilingual/Spanish Representative?
Insurance is one of the most sustainable industries around! Look at it this way - as long as people have assets they want to protect, insurance will be integral in providing peace of mind, and you, as a Bilingual/Spanish Representative are a key player. As part of our Bilingual/Spanish Representative team, you will represent one of the nation's top insurance providers by taking inbound calls from warm leads or current policyholders to assist with their insurance needs. Using strong relationship-building you will provide exceptional customer experience for customers.
Duties and Responsibilities
Take inbound calls and conduct a consultation to identify the prospective insured's needs. You will take control of the conversation and match products and solutions that will best meet those needs.
Educate the customers on our insurance products and services while identifying opportunities to sell additional products.
Read all verbatim and ensure all coverages and solutions are communicated effectively using the provided resources.
Solve problems and formulate solutions for customers by researching, analyzing, and resolving inquiries regarding insurance and service-related issues.
Engage in a conversation with people from all walks of life.
Every caller is unique, so providing and customizing assistance according to the policyholder's needs is a crucial part of the role.
As a Bilingual/Spanish Representative, you will get:
Full time hours. 40-hour work week.
Job Stability. We've been in business since 1936.
Paid Time Off. Because rest isn't a reward - it's necessary for your wellbeing.
Medical, Dental and Vision Insurance. We will help cover the cost of your premium.
Tuition Reimbursement. Your goals are important and we'll help you achieve them.
Referral Program. We have one of the most lucrative referral programs around.
Career Growth. Most of our senior leadership started as agents. We promote from within!
Annual Performance Reviews. We reward your good work with more money.
At Afni we provide equal employment opportunities to all qualified individuals. Employment is based upon personal capabilities and qualifications without discrimination because of race, color, religion, sex, age, national origin, disability, or any other protected characteristic as established by law. This policy of Equal Employment Opportunity applies to all policies and procedures relating to recruitment and hiring, compensation, benefits, termination, and all other terms and conditions of employment.
TAZHGen
Click this link to learn more about our Referral Rewards Program:
****************************************
*Referrals must be new Afni hires and cannot be a rehire.
More About Afni:
What we do: **************************************
Where are we located: *********************************
What's new with us: ***********************************
What it's like being part of the Afni family: *************************************
What are the qualifications to be a Bilingual/Spanish Representative at Afni?
At least six months working in a service or sales environment
Ability to work in a fast-paced environment
Ability to multitask and use effective time management
Ability to communicate written and verbally in both Spanish and English
Computer skills
Requirements
Must be 18 years of age
Must have GED or High School Diploma
Must be legally permitted to work in the United States
Sales Agent for Commercial Real Estate - Hotel Brokerage
Life insurance agent job in Agoura Hills, CA
Expected Annual Commissions: $100,000 - $500,000+
Amber Hotel Company is seeking self-motivated, driven individuals who are willing to learn a new industry with opportunity for high earning potential.
In this position you will be a real estate agent for hotel investors helping them buy and sell hospitality properties. Our team of experienced hotel brokers can teach you the ins and outs of hotel real estate. To be successful, agents will need to demonstrate strong sales ability. A sales agent's role includes: active outreach to hotel investors to generate sales leads, the ability to connect with hotel investors and have them entrust you with selling their hotels, and the ability to work together with buyers and sellers to guide them through a real estate transaction.
As a sales agent, you will be given guidance with the goal of developing you into an independent hotel broker. Initially, new agents will shadow one of our veteran hotel brokers. As you learn the business you will be provided with opportunities to develop your own clients, sales, and income within the company, with support and mentorship throughout.
Day-to-Day Responsibilities of a Sales Agent:
Sales calls: 50+ calls per day to hotel investors to discuss their hotel investment plans
(buying/selling hotels)
Financial Analysis: reviewing hotel performance reports and preparing real estate valuations
Marketing: preparing marketing information for hotels you are hired to sell
Selling: presenting hotel investment opportunities to buyers and encouraging their interest/offers
Communication: responding to inquiries from buyers about hotels you are marketing for sale; keeping sellers informed about marketing activity for their properties
Negotiation: drafting offers, and handling negotiations between buyers and sellers
Project management: guiding buyers and sellers through the escrow/transaction process
This position is highly independent, while working with a cohesive team in the Agoura Hills location that is supportive, driven and inclusive.
Compensation: For new agents, a monthly advance on future commissions can be available during the initial startup period. This is a 100% commission sales position with expected annual commissions of $100,000 - $500,000+. Lead time for a new agent's first commission can sometimes be 12-18 months.
--------------
A qualified applicant:
Demonstrates strong sales ability and is able to connect with clients who are business owners
Motivated by the opportunity to achieve their income goals in a commission-only sales position
Is eager to get on the phone, work hard, and learn sales prospecting and strategy
Demonstrates keen interest in real estate and marketing
Is capable of efficiently managing multiple tasks
Communicates clearly and effectively via email and with clients on the phone
Has strong computer skills, and is comfortable compiling clear summaries of data and tasks
Values strong relationships with clients and co-workers
Can work well independently
Bonus: is currently licensed/pursuing CA licensure to practice real estate, and has experience in sales or in the real estate industry
To apply, please email your resume and a short cover letter explaining why you would be a good fit to Oliver Cooper, *******************.
-----------------
About Amber Hotel Company:
Amber Hotel Company is one of the largest hotel brokerages in the U.S. providing advice, valuations, receivership, management and brokerage services. Our team of skilled professionals takes pride in the ability to offer unparalleled expertise and attention to detail in each client representation. With over two hundred years of hospitality experience, over 1,000 client representations, and more than $1 billion in transactions, Amber Hotel Company's management team is the trusted ally for nationwide hospitality services. Amber's professional and experienced team sets the benchmark for the hospitality industry.
Amber's Mission Statement:
To give the highest level of guidance and support to families and investors, and to earn their trust so that they may more easily fulfill their hospitality investment aspirations.
Financial Services Licensed Agent
Life insurance agent job in Beverly Hills, CA
Work From Anywhere Licensed Agent Opportunity Help clients protect assets, manage debt, and reach financial goals with a wide range of insurance, investment, and asset solutions. Why This Opportunity Stands Out: Fully remote perfect for travelers & stay-at-home professionals
No experience needed paid training & State/Federal licenses covered
Flexible part-time or full-time
No quotas or income caps
Residual income, bonuses, stock options, & tax advantages
Multiple career paths: agent, trainer, recruiter, or brokerage builder
We're Looking For:
Motivated self-starters ready to learn sales, networking, leadership, and client relationship skills.
Requirements:
18+ & no felony record
Reliable Wi-Fi & Zoom access
Self-disciplined & trustworthy
Entry-Level Life Insurance Agent
Life insurance agent job in Yuma, AZ
Job Description
This remote-friendly role supports individuals looking to grow income through client-focused work.
You'll help families understand protection solutions during online appointments.
You will handle warm leads and guide them through selecting the right policy.
What We Provide
Training & mentorship (no experience required)
Access to reputable insurance carriers
Optional third-party benefits and incentive opportunities
Remote work with flexible scheduling
Trips, bonuses, and optional benefits are performance-based and not guaranteed.
Requirements
Life Insurance License (or willing to obtain - state timelines vary)
Authorized to work in the U.S.
Must pass a background check
Self-motivated and comfortable working independently
Prior sales, service, or leadership experience is helpful but not required
Compensation
Commission paid directly by partnered carriers
Earnings are based on individual sales performance
Opportunities for higher commission tiers and bonuses based on results
How to Apply
If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.
Life Insurance Agent (Leads Provided)
Life insurance agent job in Yuma, AZ
Job Description
We're looking for motivated, entrepreneurial Insurance Brokers to become part of our dynamic team. This commission-based role is ideal for driven individuals who thrive in a performance-focused environment and are ready to unlock unlimited earning potential.
Key Responsibilities:
Identify, pursue, and close new insurance sales opportunities across personal and commercial lines.
Build and maintain strong, long-term relationships with clients.
Assess clients' needs and provide tailored insurance solutions to meet those needs.
Leverage company-provided leads to supplement your prospecting efforts.
Stay informed about industry trends, products, and regulatory requirements.
Proactively follow up with leads and referrals to drive business growth.
What We Offer:
Unlimited earning potential with competitive commission rates.
Access to a wide range of insurance products and carriers.
Comprehensive training and ongoing professional development.
Requirements:
Previous experience in insurance sales is preferred but not required.
Self-motivated, disciplined, and goal-oriented mindset.
Excellent communication and interpersonal skills.
Ability to work independently and manage your time effectively.
A strong desire to build a successful career in the insurance industry.
Exceptional phone skills.
About Us
Ready to Take the Next Step?
If you're ready to build a fulfilling career with endless possibilities, we'd love to hear from you!
Join our team and turn your ambition into achievement!
Virtual Sales- Life Insurance Agent- Training Provided
Life insurance agent job in Tucson, AZ
Welcome
to
the
Biltagi
Agency
We
are
currently
looking
for
positive
coachable
motivated
individuals
to
join
our
team
Our
agents
protect
American
families
and
their
assets
by
providing
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insurance
products
Description
1099
COMISSION
BASED
RemoteWork
from
home
Commissions
paid
DAILYWe generate our own LEADSWeekly corporate calls Full control over your scheduled and INCOME Ongoing mentorship training provided Bonuses and incentive trips Our agents call warm leads from families who have requested to be contacted by one of our agents to discuss Mortgage Protection NO COLD CALLING OR DOOR KNOCKING Generate quotes for new customers and go over coverage options with them Follow our proven sales system and get paid for the work and time you invest in your business while giving a piece of mind to the families you protect No previous sales experience is required we will train you This is a position where you can start part time if needed and build your income until it matches what you are currently making full timethen make the transition Our new agents who follow our proven sales strategies and training working part time have earned an extra couple of thousand each month and full time four to eight thousand English speaking or Bi Lingual Requirements Licensed or WILLING to obtain your license We can point you at the right direction Life Licensed is a MUST and Accident and Health License is recommended Phone internet and computer18 of ageE&O InsuranceMust be a US citizen The success and earnings results of other insurance agents referenced or described herein or even similar results are not guaranteed and not all new agents will achieve the same or similar results Your level of success and your corresponding earning potential will be determined by a number of factors including but not limited to the amount of work you put in by your ability to follow our training and sales system and by the insurance needs of the customers in the geographic areas in which you choose to work You will be expected to schedule a phone interview as soon as you apply and be on time for that appointment Once you apply you will receive an email and a text with instructions as to what we want you to do before you click on the link to schedule your phone interview We want you to listen to a three minute audio message and watch three two minute videos A total of nine minutes then schedule your appointment Schedule your interview Non licensed and new agents httpscalendlycomasureasd cristinaasurea first interview Seasoned agents httpscalendlycommoebiltagiinteview Cristina Quimby Staffing Program Coordinator Biltagi Agency Schedule Your Interview Time calendlycomasureasd cristinaasurea first interview P ************
AI Tech Lead - Agent Handler
Life insurance agent job in San Francisco, CA
Merge is the leading provider of agentic tools and customer-facing integrations for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Our platform offers two core products: Merge Unified, which enables businesses to add hundreds of integrations to their products with a single API, and Merge Agent Handler, which empowers AI agents with secure access to thousands of third-party tools. Merge's enterprise-grade platform handles the entire integration lifecycle, from authentication and security to monitoring and maintenance. Thousands of companies trust Merge to accelerate product development, unblock sales, reduce customer churn, and save engineering resources-allowing them to focus on their core product.
Who are we looking for?
Merge is looking for a driven Tech Lead to lead our Applied AI team. This team is building the next generation of Merge through externally facing, AI-native products powered by large language models, while also owning the foundational systems that enable AI-driven features and operational leverage across the company. You'll guide a high-impact team through fast-moving problem spaces, partnering closely with product, design, and go-to-market to turn cutting-edge AI into real customer and business value.
What you will do:
Lead and grow a team of applied AI engineers, fostering a culture of innovation, experimentation, and technical rigor
Define and execute the roadmap for AI-driven products and internal tooling to improve integration development, monitoring, and automation
Collaborate with product, design, and engineering teams to build intelligent, user-facing tools that differentiate Merge's platform
Ensure AI models and systems are deployed with scalability, performance, and security in mind
The Ideal candidate will have:
1+ years leading engineers and technical projects, with previous 7 - 10+ years of IC experience in software or ML/AI systems
Strong track record of leading teams building AI-powered products, ML platforms, or data-intensive applications
Familiarity with technologies and frameworks such as Python, Django, React, Postgres, AWS, and ML/AI libraries (==
Product-minded engineering leader who can balance research/experimentation with shipping high-impact features
Strong collaborator able to align AI-driven initiatives with broader company and customer goals
Compensation
The cash compensation range for this role is $200,000-$245,000
Actual compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years & depth of experience, certifications. In addition to cash compensation, all employees receive an equity compensation package
Merge on the Rise:
Linkedin's Top Startups 2025
Forbes Next Billion Dollar Startups 2023
G2 Fastest Growing Products 2024
Benefits
Unlimited PTO + 10 company holidays
100% covered health, vision, and dental insurance
401K Plan
Free dinner when working past 7pm
Annual company offsites and quarterly team events. Past locations have included: Nashville, Sonoma, and the Hudson Valley
Merge is an equal opportunity employer, and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class.
Auto-ApplyAgent Experience (AgX) Lead
Life insurance agent job in San Francisco, CA
Agent Experience (Agx) Lead | naptha.ai About the role
We are seeking a pioneering Agent Experience Lead to join Naptha AI at the ground floor, defining an entirely new discipline at the intersection of AI, UX, and developer experience. In this role, you will be responsible for designing and optimizing the experience of AI agents as they interact with our platform, focusing on agent usability, effectiveness, and interoperability.
This role is critical in shaping how AI agents interact with our platform and each other. You will develop frameworks for evaluating agent experience, design interaction patterns that enable seamless agent collaboration, and create metrics for measuring agent effectiveness. Working directly with our technical team, you will help ensure our platform provides an optimal environment for AI agents to operate and collaborate.
Core ResponsibilitiesAgent Experience Strategy
Define and evolve the discipline of Agent Experience (AgX)
Develop frameworks for evaluating agent satisfaction and effectiveness
Create metrics and KPIs for measuring agent experience
Design interaction patterns for agent-to-agent and agent-to-platform communication
Identify and resolve agent friction points and barriers to collaboration
Research & Analysis
Conduct systematic analysis of agent behavior and interaction patterns
Study agent failure modes and success patterns
Research agent preferences and optimization opportunities
Analyze agent feedback loops and learning patterns
Document best practices for agent interaction design
Platform Design
Design intuitive interfaces for agent interaction
Create clear protocols for agent communication
Develop standards for agent feedback mechanisms
Optimize platform architecture for agent usability
Build evaluation frameworks for agent experience testing
Cross-functional Leadership
Collaborate with engineering team on implementation
Work with AI Research team on agent behavior patterns
Partner with technical teams on agent integration
Guide product decisions through an AgX lens
Educate team on agent experience principles
In this role, you're a good fit if you have:
Strong background in UX design, developer experience, or related field
Deep understanding of AI systems and agent frameworks
Experience with LLM-based systems and their behaviors
Strong analytical and problem-solving abilities
Ability to think systematically about AI interaction patterns
Experience with technical product design
Track record of creating evaluation frameworks
Excellent communication and documentation skills
Required Technical Experience:
Hands-on experience with modern AI agents and frameworks
Understanding of LLM capabilities and limitations
Familiarity with agent architectures and behaviors
Experience with user research and metrics
Knowledge of developer tools and platforms
Understanding of distributed systems concepts
Preferred Qualifications:
Experience with developer platforms or tools
Background in cognitive systems or AI
Understanding of UX research methodologies
Experience with technical documentation
Knowledge of API design principles
About the hiring process:
Initial concept discussion
Experience design challenge
System thinking interview
Team collaboration discussion
Framework presentation
Compensation & Benefits:
Competitive salary with significant equity stake
Remote-first work environment
Full medical, dental, and vision coverage
Flexible PTO policy
Learning and development budget
Conference attendance support
Home office setup allowance
Additional Notes:
This is a pioneering role defining a new discipline
Must be comfortable with ambiguity and experimentation
Strong bias for systematic thinking and framework development
Passion for improving AI system interactions
Interest in shaping the future of AI agent collaboration
Naptha AI is committed to building a diverse and inclusive workplace. We are an equal opportunity employer and welcome applications from all qualified candidates regardless of background.
Auto-ApplyTeam Nexa Insurance Solutions - Free Leads Agent
Life insurance agent job in Oakland, CA
Job Description
Calling all life insurance agents who are have struggled to be successful because of lead debt. We have an answer for you.
Team Nexa Insurance Solutions is proud to include Security National Life Insurance Company Agency along with other carriers in our portfolio of carriers. We are seeking life insurance agents to join our team!
No longer will agents be forced to take a reduced commission in order to get "free" old and overpriced leads.
Our programs have proven to allow our agents to limit their travel, earn monies daily and not worry about leads.
Full time and Part time positions are available for self-motivated and currently licensed life insurance agents to sell our final expense products to the growing senior market.
Team Nexa Insurance Solutions is growing at a rapid pace. Our focus is providing the right products, the right training and a collaborative environment. Additional offerings include American Amicable, CiCa, Gerber, Mutual of Omaha, Transamerica and several more offerings.
We provide the following
· Free Postcard/Survey Lead System (In Person)
· Live Training
· Generous Commission Contracts
· Unlimited growth opportunities
Telesales Available *Not Part of the Free Lead System*
Licensed Agents Can Sell
· Final Expense (Free Lead System)
· Mortgage Protection
· Guaranteed Issue Products
· Indexed Universal Life Products & Family Plans
· Cancer, Heart Attack & Stroke Plans & More
We can now solve all life insurance products for all families and for all agents. Team Nexa Insurance Solutions wants you to join our growing family of insurance agents. We are doing a nationwide recruiting search.
This is a sales position in a growing market with successful life insurance companies that strives to assist you in achieving your desired level of success.
*Individual Results May Vary*
*This is not a Remote Position*
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Tech Lead, Agentic AI Product
Life insurance agent job in Mountain View, CA
What You Will Do
Our product excels in using cutting-edge Machine Learning technologies, particularly Generative AI, for business automation and critical tasks. As a conversation product engineer, you'll apply these technologies to impactful enterprise use cases. Our product serves diverse user personas across the enterprise through a unified conversational and GUI interface across chat and web channels. We're enterprise AI product pioneers with no fixed formula. You'll innovate on unsolved problems and expand customer perceptions of ML/GAI's business impact. Our team's expertise, spanning decades of ML evolution, years of delivering enterprise AI solutions, and first principles thinking, underpins our product's success. We seek high performance, a passion for enhancing the overall user impact, and a clear thinking framework for scalable, tailored experiences. You'll collaborate with ML/GAI experts and cross-functional teams on innovative features at our fast-growing AI startup.
Collaborate closely with GAI conversational framework experts to grasp the latest technology capabilities and best practices.
Design and implement stakeholder and end-user product features using cutting-edge Agentic AI and technical approaches to deliver business value.
Work with PM, UX, and GTM teams to define, scope, and validate product deliverables.
Expand the product's reach to more customers, domains, and global markets, ensuring high quality and extensible engineering implementation.
Identify patterns and feedback to advance the Agentic AI framework further.
Develop into a well-rounded product engineer with the expertise to apply LLM technologies for impactful products and strategic influence.
What You Bring To The Table
Ability to tech lead other engineers and the e2e delivery of a project. Good communications and soft skills
BS or a higher degree in computer science or related field
7+ years professional experience in scalable system development
Strong product sense and a passion for building scalable web or conversational UI products
Excellent cross-functional collaboration skills
A constant thirst for learning and readiness to step out of your comfort zone
Nice To Have
Experience with LLM/Agentic AI conversational products
Proficiency in extracting common patterns and expertise in modular architecture and API design
Base salary compensation range: $227,000 - $275,000
*Our compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions or bonus plans.
Ultimately, in determining pay, final offers may vary from the amount listed based on geography, the role's scope and complexity, the candidate's experience and expertise, and other factors.
Moveworks Is An Equal Opportunity Employer
*Moveworks is proud to be an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other characteristics protected by law.
Who We Are
Moveworks is an AI Assistant that helps all employees find information, automate tasks, and be more productive. We give the entire workforce one interface to get answers and take action across every enterprise system. And for developers, we make it easy to build and deploy AI agents that bring the power of Moveworks to every business process or workflow.
It's all powered by a pioneering Reasoning Engine paired with an Agentic Automation Engine that, together, are able to handle even the most complex requests by understanding queries, then building and executing intelligent plans to fulfill them - in seconds.
Founded in 2016, Moveworks has raised $315M in funding, and eclipsed $100M in ARR in 2024 thanks to our award-winning product and team. Along the way, we've earned recognition as a leader in the Forrester Wave for Conversational AI Platforms for Employee Services, as a member of the Forbes Cloud 100 and AI 50 lists, and as one of America's Most Loved Workplaces according to Newsweek.
Today, Moveworks has over 500 employees in six offices globally, and is backed by some of the world's most prominent investors including Kleiner Perkins, Lightspeed, Bain Capital Ventures, Sapphire Ventures, Iconiq, and more.
Over 350 leading organizations like Marriott, Databricks, Toyota, CVS Health, and Honeywell trust Moveworks to increase operational efficiency, enhance the employee experience, and drive lasting AI transformation.
Come join one of the most innovative teams on the planet!
Auto-ApplyInsurance Agent- Safford, AZ
Life insurance agent job in Tucson, AZ
We're looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life's planned and unexpected moments with the right insurance products. COUNTRY Financial Insurance Agents have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the communities we serve.
The Career
Our insurance agents take a consultative approach to grow business with existing and prospective clients. As independent contractors, they
are in business for themselves but not by themselves, and they:
Diversify their income through our portfolio of property and casualty, life and health lines.
Have the flexibility to manage their schedules to balance their careers and personal interests.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Trust Bank Financial Advisors to inform clients of our financial products and services.
Establish an office and build a staff.
We Offer
COUNTRY Financial Insurance Agents have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity and integrity.
There is no buy-in required.
Qualifications
Successful COUNTRY Financial Insurance Agents are:
Entrepreneurial, motivated, and goal driven.
A strong communicator with excellent business acumen.
Committed to linking your efforts with tangible rewards.
Passionate about making positive impacts in their communities.
Required Licenses*
Property/Casualty State Insurance License*
Life/Health State Insurance License*
Preferred Experience
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
Auto-ApplySales Insurance Producer
Life insurance agent job in Yuma, AZ
Job Description
Flores Insurance Agency in Yuma is hiring Insurance Sales Representatives to join our growing team!
We provide Auto, Home, Business, and Life insurance to help protect our clients, and their assets. If you want to be a part of a winning and competitive culture, then this may be the career for you.
Our Culture:
We have a competitive culture where winning together is the standard. We believe that when employees and customers both succeed, everyone wins. This creates a team of people who love what they do and proudly represent our company.
Compensation:
We reward great performance. Our pay structure is one of the best in the industry, giving great performers the opportunity to earn an exceptional income.
Career Growth Plan:
Were always developing future leaders. Every team member is encouraged to grow, improve, and take on new challenges. Advancement isn't just possible here, its expected.
Here are the frequently asked questions and answers that we get about our career opportunity:
What kind of training will I receive?
We invest in our team members to help them succeed and achieve their personal, professional, and financial goals. You will receive the award-winning product and sales training that is exclusively offered in our agency.
Is prior insurance sales experience required?
No! You don't need to know anything about insurance or insurance sales to apply. We provide all of the product and sales training that you'll need to be successful!
What is the culture like in your company?
We have a competitive culture where we expect a lot from ourselves and each other; however, we support one another to ensure that we all succeed and have an enjoyable work environment.
Will I have to purchase my own leads?
Absolutely not! We provide all of the leads! Our salespeople never have to worry about reaching out to their friends or family and asking them for business.
Is this a commission-only position?
Absolutely not! Our compensation plan is unmatched in the marketplace. We offer a base salary with uncapped commission and attractive bonuses.
Benefits
Annual Base Salary + Commission
Paid Time Off (PTO)
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Business and Leadership courses available
Career growth/advancement development
Responsibilities
Responsibilities for the Insurance Sales Representative:
Create insurance quotes, make sales presentations, and close sales
Establish client relationships and follow up with clients
Provide prompt, accurate, and friendly client support
Maintain a strong work ethic with a total commitment to success each and every day
Develop new financial service opportunities with both existing and new clients
Requirements
Qualifications for the Insurance Sales Representative:
Sales experience or a client-facing background is a preferred
Proven track record of winning
Excellent communication skills: written, verbal, and listening
Intrinsically driven to be successful
$1000 sign on bonus if already insurance licensed.
Minimum 1 year prior sales experience preferred.
Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.
Surveillance Lead Agent
Life insurance agent job in Jamul, CA
ESSENTIAL DUTIES AND RESPONSIBILITIES
The following and other duties may be assigned as necessary:
• Provide friendly, fast, and helpful customer service to all guests and team members.
• Protect company assets by observing the activities of employees and guests via surveillance cameras.
• Review surveillance coverage on cases of guest/internal control disputes.
• Complete daily activity report and note any pertinent facts.
• Monitor recording equipment, and check equipment operation.
• Report all observed violations of gaming regulations and procedures to appropriate authority in order to adhere to company reporting requirements.
• Comply with any reasonable request made by the Surveillance Shift Manager or Manager
• Conduct on-the-job training on casino operations and equipment.
• Provide for the safety of team members, including keeping areas clean and free of safety hazards, debris and litter and performing all job duties in a safe and responsible manner.
• Understand and adhere to regulatory, department and company policies and procedures.
• Protect and preserve assets of the company.
• Perform all job duties in a safe and responsible manner.
• Perform other job related and compatible duties as assigned.
QUALIFICATION REQUIREMENTS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be at least 21 years of age.
• Associates Degree from a college or university; or equivalent combination of education and experience
• Minimum of two years related experience and/or training preferred
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
• Ability to write accurate reports and correspondence
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and apply concepts of basic algebra.
• Ability to speak effectively before groups of management or team members of the organization
• Ability to earn and maintain TiPS certification
• Must be able to acquire and maintain appropriate gaming license
LANGUAGE SKILLS
Ability to read and interpret documents In English, such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to read and communicate verbally in English. Written communication skills in English may also be required.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide into all units of measure, using whole numbers, common fractions, and decimals. Ability to perform these operations using units of American money and weight measurement, volume, and distance. Must be able to efficiently and accurately count money and gaming chips and make a change. Possess the ability to operate an adding machine and have basic computer skills.
REASONING ABILITY
Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
CERTIFICATES, LICENSES, REGISTRATIONS
Team members must be able to qualify for licenses and permits required by federal, state, and local regulations.
PHYSICAL DEMANDS
The physical demands described here represent those that must be met by a team member to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the team member is regularly required to stand and use hands to finger, handle, or feel objects, tools, or controls. The team member frequently is required to reach with hands and arms and talk or hear. Specific vision abilities required by this job include close vision, color vision, and peripheral vision.
The team member must regularly lift and/or move up to 25 pounds, frequently lift and/or move up to 50 pounds, and occasionally lift and/or move up to 75 pounds, and must have the ability to push, pull, reach, bend, twist, stoop, stack, crouch, kneel and balance when performing job duties in varying work areas such as confined spaces.
WORK ENVIRONMENT
The work environment characteristics described here represent what a team member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually very loud. Team member will be exposed to an environment containing unrestricted secondhand tobacco smoke.
Insurance Producer - Yuma, AZ
Life insurance agent job in Yuma, AZ
We are motivated by the fact that educators take care of our children's futures, and we believe they deserve someone to look after theirs. We are passionate about providing solutions to safeguard what they have today and help them achieve financial success to live better and retire happier.
As an Insurance Producer with Horace Mann, you have uncapped earning potential, access to a professional training program, and the opportunity to help provide solutions specifically geared to and priced for educators. We provide auto, home, and life insurance products, and retirement and financial solutions.
The Insurance Producer reports to the Regional Field Leader (Agency Consultant).
You Will Enjoy:
A performance-based compensation package includes a 36-month incentive and "enhanced" commissions.
Early success = early revenue - In addition to your commission schedule, a new agent incentive program that includes:
Monthly incentives based on sales volume in months 1-36
Earning quarterly production incentives for the first 36 months.
No External Office Requirement.
The ability to prospect and work within established books of business while building your practice.
A niche market to increase your opportunity for success.
Value-Added Services will get you in front of our ideal client base.
Simple, streamlined product offerings and sales processes allow early production results.
Networking, community, sales, and industry events.
Market and relationship-building programs.
A 'One-Stop Shop' multi-line product portfolio.
Responsibilities:
Be dedicated to solving the financial challenges educators face.
Be comfortable presenting information to potential customers one-on-one and in large groups.
Attend networking, community, sales, and industry events.
Excel at gaining market access and building relationships.
Be willing to invest time and resources to ensure business success; and
Ability to obtain resident General Lines - Life and Health license and Property and Casualty license.
Horace Mann Educators Corporation - Founded by Educators for Educators
Educators founded Horace Mann Educator Corporation in 1945. We are now the most comprehensive national multi-line insurance and financial services company dedicated to serving America's educators and families.
We're an equal opportunity employer.
#VIZI#
#LI-WW1
Auto-ApplyInsurance Advisor Sales Trainee
Life insurance agent job in Phoenix, AZ
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Customer Service, Sales
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$41,200.00 - $67,900.00
**Target Openings**
10
**What Is the Opportunity?**
Are You a New Grad? Launch Your Career in Insurance Sales!
What You'll Do:
Transform how people protect what matters most! As an Insurance Advisor Trainee, you'll become a trusted sales consultant helping customers nationwide find insurance coverage that best fits their needs. You'll master the art of relationship-building using innovative technology to deliver personalized insurance coverage.
Your Growth Journey:
-Comprehensive Paid Training: we invest in making you an expert
-Real Impact from Day One: manage your client relationships and close deals
-Master Consultative Selling: no pushy tactics, just genuine problem-solving
What Success Looks Like:
-Converting warm leads to customers, no cold calling required.
-Build lasting client relationships through strategic outbound communication.
-Analyze customer needs and recommend tailored insurance coverage
-Drive revenue through authentic, consultative conversations
-Thrive in a fast-paced, results-driven environment
The Package:
-Salary starts between $45K-$48K range plus $10K-$32K in annual incentives; that's a total package potential of $55K-$77K.
-Benefits: Mental and Physical Health Programs, 401K Match, Pension Plan, 20 days of PTO your first year, and more!
The Schedule:
-Start Date: January 12th, 2026
-Hybrid Work Arrangement: three days in office and two days remote
-Training: 9:00am-5:30pm EST Monday- Friday for the first 4-6 weeks
-Post Training: 9:30am-6:00pm local time Monday-Friday plus 1 Saturday shift per month from 9:00am-5:30pm EST
Ready to build something meaningful? Join a team where your success directly impacts families across America while building your own financial future.
*As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration.
**What Will You Do?**
+ Successfully complete a comprehensive 4 month paid training program in a classroom setting with ongoing support and resources, gaining knowledge of multiple personal lines insurance products across a diverse range of carriers.
+ Provide one-on-one insurance coverage guidance, connect current customers to additional products and services, and handle inbound and outbound calls in a call center environment.
+ Positively represent InsuraMatch, establish customer rapport, and ensure exceptional customer experiences, while efficiently multitasking across multiple systems to gather all necessary information for quoting, underwriting, and closing sales.
+ Communicate effectively & professionally with customers verbally and via email
+ Acquire comprehensive product, underwriting, and sales expertise to counsel and sell available insurance products, while consistently meeting quality, efficiency, underwriting and sales metrics.
+ Receive and implement constructive feedback in the form of professional coaching.
+ Handles objections professionally while clearly articulating relevant product features, benefits, and value to the consumer.
+ This role is not responsible for cold calls or lead generation.
+ Successfully obtain and maintain Property & Casualty or Personal Lines license in resident state as well as all required non-resident licenses in each state that business is conducted within six months of date of hire.
+ Maintain continuing education requirements for the Property and Casualty or Personal Lines license obtained.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ A Bachelor's degree from an accredited four-year college or university is a plus.
+ Prior call center and sales experience
+ Personal Insurance product knowledge
+ Strong verbal and written communication skills
+ Able to multi-task within a high volume sales center environment and make appropriate business decisions quickly.
+ Able to demonstrate a positive and professional demeanor.
+ Adaptable to change.
**What is a Must Have?**
+ High school diploma or GED.
+ Licensing Requirements:
+ InsuraMatch is committed to a positive customer experience that exceeds expectations and to meeting all compliance requirements. As a result, InsuraMatch requires that all InsuraMatch Insurance Advisor Trainees obtain and maintain an insurance license (either Property and Casualty or Personal Lines) in your resident state.
+ Each state will evaluate any/all criminal and financial background incidents to determine license eligibility.
+ Applicants with a felony conviction or pending/unresolved court cases may not qualify for licenses in all required states. It is incumbents' responsibility to provide any/all required court documents needed to obtain your license(s). Travelers does not pay for and/or reimburse the cost or time needed to obtain any documents necessary to complete licensing applications.
+ Failure to pass the licensing exam within two attempts as well as the inability to obtain any required licenses within six (6) months from date of hire may result in termination of employment.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Bilingual Mandarin Insurance Customer Service Rep - Farmers Insurance
Life insurance agent job in Hacienda Heights, CA
Job Description
Jason Hsu's Farmers Insurance Agency in Rowland Heights / City of Industry, CA is hiring an Entry-Level Bilingual Mandarin Insurance Customer Service Representative. No previous experience? No problem! Whether you're new to the industry or bring experience from insurance, banking, mortgage, or real estate, we welcome you.
Work for a top 1% agency within Farmers globally. You'll be working directly with a passionate agency owner in a fast-paced environment with a fun team culture. You'll learn valuable skills in client service, marketing, and relationship management while supporting daily operations and contributing to agency growth.
Enjoy a newly remodeled office, top-tier technology, and plenty of opportunities to grow, learn new skills, and wear different hats as the agency continues to expand. We look forward to helping you build a successful future with us!
Benefits
Hourly Base Salary + Commission
Paid Time Off (PTO)
Mon-Fri Schedule
Competitive Salary
Health Insurance
Bonus Incentives
Career Growth Opportunities
Hands on Training
Leads Provided
No Cold Calling
Weekly Team Meetings
Mentorship with Established Agent
Flexible Schedule
Responsibilities
Responsibilities for the Insurance Customer Service & Support Administrative Assistant:
Marketing: plan marketing events and strategic growth projects
Client Account Management: assist clients and potential clients on the phone and other platforms
Quoting: You'll learn to be the architect and design the best insurance quotes for clients with excellent coverages and amazing prices
Learn to collaborate with management and underwriting on Home, Auto, Business insurance
Partnership Management: Maintain and develop agency relations with partners, vendors, underwriting and clients
Requirements
Bilingual in Chinese Mandarin
Minimum typing speed: 50 WPM
Computer-savvy and proficient with Microsoft Office programs
Strong communication skills in-person and online
Self-motivated, highly organized, and strong attention to detail
Lead Aircraft Appearance Agent
Life insurance agent job in Arizona
Join our Worldwide Flight Services family and contribute to the timely delivery of cargo shipment, luggage, business to customer delivery, and on-time flights while operating safely and securely. We perform at the highest level for our customers every day, and strive to be an exceptional leader in our industry with our teams of cargo, passenger, ramp handling, and technical service experts in 164 airport locations, 18 countries, and on 5 continents. Are you ready to take off on your next career with us?
Job Summary
The Lead Cabin Services oversees and participates in the cleaning and sanitization of aircraft interiors, ensuring compliance with airline and safety regulations. This role involves coordinating a team, assigning tasks, conducting quality inspections, and maintaining efficiency in turnaround times. Strong leadership, attention to detail, and the ability to work in a fast-paced environment are essential.
This job is covered by a collective bargaining agreement of the Transport Workers Union (TWU), a labor union that requires joining the TWU and paying union dues.
Part-Time
Compensation Rate: $19.00 per hour.
City & Airport: Phoenix, AZ - Sky Harbor International Airport
Responsibilities
Supervise and assist with the cleaning of aircraft cabins, including seats, tray tables, lavatories, and galleys.
Ensure compliance with airline standards, safety procedures, and sanitation guidelines.
Assign tasks to cabin cleaning agents and monitor performance to maintain efficiency.
Conduct inspections to ensure quality standards are met before aircraft departure.
Train new team members on proper cleaning techniques, equipment usage, and safety procedures.
Communicate with supervisors and airline representatives regarding cleaning schedules and special requests.
Maintain inventory of cleaning supplies and request replenishments as needed.
Minimum Requirements
Prior experience in aircraft cabin cleaning or a related field preferred.
HS Diploma, GED, or Equivalent.
Must be at let 18 years of age.
Must be able to work flexible shifts, including nights, weekends, and holidays
Ability to read, write, fluently speak, and understand the English language
Strong leadership, communication, and organization; ability to follow safety and sanitation guidelines.
Preferred Skills
Experience in supervising cleaning crews.
Familiarity with airline cleaning standards and procedures.
Ability to train and mentor team members.
Strong problem-solving and time-management skills.
Experience using cleaning equipment and supplies efficiently.
Physical Requirements/Working Conditions
Ability to lift up to 50 lbs., stand for long periods, bend, kneel, and work in confined spaces.
Exposure to various weather conditions and airport environments.
Ability to work in a fast-paced setting with strict deadlines.
May require wearing personal protective equipment (PPE) as needed.
Perks & Benefits
Want your pay in advance?
Access your pay when you need it through DailyPay app!
Are you a top performer who thrives on recognition?
On the spot awards offered through the Awardco Platform including gift cards and more!
Need quality medical care?
Multiple options for both full and part-time employees!
Want WFS Employee Extras?
Travel Discounts, Pet insurance, Discount Shopping & More!
Looking to stay healthy and improve your life?
Wellness Programs offered to all employees!
Want to invest in your future?
401k program offered!
Looking to grow and have a career with us?
Opportunity for Internal Mobility and transfers available!
WFS is an equal opportunity employer committed to employment equity and inclusion. We accept applications from all qualified individuals.
Employee Benefits Insurance Advisor
Life insurance agent job in Phoenix, AZ
*This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you're interested in being considered when a position becomes available, we encourage you to apply and stay in touch!
Job Summary:
The Employee Benefits Insurance Advisor strategically plans for the sales and underwriting profitability of the agency's employee benefits business. Individually, this position is also responsible for prospecting, soliciting, quoting and selling new Employee Benefits accounts to meet their own individual sales goal.
Primary Duties:
Advisor - New Sales
Identify and develop a base of prospective clients by using referrals, occupational, and special interest groups.
Respond to referrals quickly and effectively.
Prequalify prospects for insurability and quality of risk.
Gather complete risk and underwriting information to complete applications and submission documentation, while analyzing risk exposures and determining changes and/or additional coverages to address those needs.
Determine appropriate insurance markets and make submissions to potential markets.
Design insurance programs and recommend coverages to clients.
Create insurance proposals and make sales presentations.
Be familiar with and follow binding rules for all insurance carriers.
Educate clients on agency payment expectations and late charges. Collect down payments from insureds for purchases of new coverage and obtain signatures on all applications for insurance.
Introduce Account Executives or Account Managers to clients as part of their service team.
Enter documentation, as required for producers, in EPIC for all new sales processes.
Ask for referrals from insureds to help generate new business.
Accepts and handles prospects assigned by management.
Advisor - Existing Client Relationships (renewals and retention)
Develop and retain a book of business that is profitable for both the agency and the carriers. Identify clients that no longer meet agency standards and develop an exit strategy for them.
Work with Account Manager to obtain updated exposure information from the insured to develop a renewal strategy.
Review existing policy coverages no less than annually with insureds. Explain coverages, exclusions and options to reduce risk and manage premiums. Work with clients to ensure coverage and limits are adequate for their risk.
Remarket coverages when necessary.
Propose coverages to round out the account.
Work with Account Executives or Account Managers to provide timely information to carriers and clients according to agency standards and procedures.
Document activities, conversations and data in EPIC according to Agency procedures.
Review complex or unique policy change requests or service activities with Account Executives/Managers.
Recommend and assist insured in carrying out loss control programs and procedures recommended by producer or company loss control staff.
Collect current premiums, past due balances and late charges on agency billed items.
Provide assistance as needed for complex or troublesome claim situations.
Retain an agreed upon percentage of accounts each year.
Continue to develop relationships with insureds.
Develop positive and professional relationships with carriers/ underwriters/representatives.
Accept and carry out any duties/accounts assigned by Agency Management.
Bell Insurance Standards
Know by name and face as many customers and employees as possible, calling them by name as often as possible.
Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
Know, understand, and live the company values and bottom line.
Conduct activities consistent with established Bell Bank policies, procedures and systems, and all applicable state and federal laws and regulations.
All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
Perform other duties as assigned.
Job Skills Required:
Insurance License.
Previous sales experience, particularly insurance, is preferred.
Commitment to continuous learning/education in insurance and the industries for which you are managing risk.
Ability to communicate verbally and in writing with others, explain complex issues, to receive and interpret complex information and to respond appropriately.
Proficiency in technology to use EPIC system as required.
Good presentation skills.
Good interpersonal skills with a deep and knowledgeable professional network.
Focus on ethics, integrity and honesty.