Insurance

• Educate consumers on Affordable Care Act (ACA) Marketplace health insurance options
• Assess individual and family coverage needs and explain available plan options
• Explain premiums, deductibles, copays, provider networks, prescription coverage, and other plan features
• Guide consumers through the ACA Marketplace application and enrollment process
• Provide professional, consultative customer service throughout consumer interactions
• Maintain accurate customer information, application details, and enrollment documentation in company systems
• Follow up with prospective and enrolled consumers as required
• Meet sales, conversion, quality, productivity, attendance, and customer experience expectations
• Maintain compliance with CMS, Marketplace, carrier, licensing, and company requirements
• Maintain required insurance licenses, certifications, carrier appointments, and Marketplace credentials
• Participate in ongoing training, coaching, performance development, and team meetings
• Navigate multiple computer systems and applications while assisting customers
• Perform additional duties as assigned

Licensed ACA Health Insurance Agent – AZ

• Build an independent insurance business
• Use the CRM, automated systems, and proprietary sales management system to connect with interested clients
• Analyze clients’ financial needs
• Match clients with life and health insurance products
• Close deals using warm leads without cold calling or prospecting
• Explain suitable financial products to clients
• Participate in training and world-class mentorship
• Build long-term residual income and professional growth

Insurance Sales Associate

• Support end-to-end process management for issues, operational risk events (OREs), and remediations, including capture, assessment, enhancement, and resolution
• Influence Business Unit teams that own and action issues, OREs, and remediations
• Track records’ progress and validate resolution efficacy
• Communicate status updates to stakeholders and collaborate with other Operational Risk Management teams
• Perform quality assurance on issue, ORE, and remediation documentation and records
• Analyze trends in issues and events to identify systemic risks or control weaknesses within Business Unit processes
• Provide guidance on control enhancements and perform sample testing to ensure resolutions are complete and effective
• Liaise with business unit partners and compliance colleagues to facilitate issue, ORE, and remediation resolution
• Embed accountability and integrate lessons learned into future operational risk management practices
• Review and advise on detailed reports regarding status, trends, and outcomes for senior management and governance committees
• Support sharing insights, better practices, and themes across the enterprise

Manager – Ops Risk Management

• Provide entry-level service and support to policyholders with a focus on first-contact resolution
• Handle requests through a single channel, such as phone
• Take and make phone calls
• Manage policy information
• Protect customers by cross-selling and binding applicable products, coverages, and services
• Anticipate and proactively address future questions, needs, and pain points
• Expound on coverages and provide detailed policy reviews
• Provide insurance quotes for existing insurance policies
• Process underwriting transactions within standard authority levels
• Support policyholders via phone, web, and chat
• Collaborate with other agents to build positive relationships and provide timely resolution
• Work toward progression into the Service Agent position
• Actively work toward obtaining required licensure

Insurance Service Associate

• Handle inbound calls for auto, home, motorcycle, and specialty insurance
• Deliver exceptional, consultative customer experiences
• Uncover savings opportunities and coverage gaps
• Translate complex policy details into clear choices
• Craft tailored policy packages across 55+ carrier partners
• Finalize and bind coverage
• Address customer concerns and hesitation empathetically
• Share customer feedback with the product team to improve the app and services

Licensed Insurance Sales Agent

• Handle inbound calls for auto, home, motorcycle, and specialty insurance
• Deliver exceptional, consultative customer experiences
• Uncover customer savings opportunities and coverage gaps
• Translate complex policy details into clear choices
• Craft tailored policy packages across 55+ carrier partners
• Finalize and bind insurance coverage
• Address customer hesitation and purchasing concerns empathetically
• Share customer feedback with the product team to improve the app and services

Insurance Sales Agent

• Take great care of customers and identify coverage gaps, discounts, and renewal increases
• Answer inbound calls from customers shopping for auto, home, motorcycle, and other policies
• Assist policyholders with policy changes
• Learn and apply insurance products across a large panel of insurance companies
• Become deeply familiar with the Jerry.ai app
• Problem-solve to remove barriers between customers and suitable coverage
• Process service requests involving vehicles, drivers, lienholders, and policy documents
• Provide product feedback and help improve the customer experience
• Determine sales or service path through the interview process

Insurance Agent, Sales or Service – Tech Startup

• Serve as a trusted advisor to clients navigating final expense life insurance options
• Conduct thorough needs assessments via phone to understand coverage goals, budget, and health profile
• Educate clients on final expense whole life products, policy features, underwriting tiers, and coverage amounts
• Match clients with the most suitable carrier and product
• Guide clients through the application and underwriting process
• Build meaningful relationships with seniors and their families
• Work a consistent pipeline of company-provided leads
• Meet or exceed individual sales goals while tracking activity and pipeline in the CRM
• Stay current on state insurance regulations, carrier guidelines, and compliance requirements
• Document sales and service activities in the CRM system
• Collaborate with managers, trainers, and team members
• Support additional duties and special projects as needed

Life Insurance Sales Representative

• Help customers manage their car and home insurance needs
• Provide warm, fast customer service
• Answer inbound calls from customers shopping for auto, home, motorcycle, and other policies
• Assist policyholders with policy changes
• Learn insurance products and match customers with suitable insurance companies
• Navigate and explain the Jerry.ai app
• Solve problems and remove barriers to appropriate coverage
• Process service requests involving vehicles, drivers, lienholders, and policy documents
• Identify coverage gaps, eligible discounts, and renewal increases
• Provide customer feedback to improve the product
• Determine through the interview process whether the candidate follows the sales or service path

Insurance Sales & Service Associate

• Provide insurance, claims and data management support for the Virtua System
• Serve as a liaison between internal departments, insurance brokers, and carriers
• Obtain and provide insurance certificates to system clients and outside entities
• Review contracts and insurance coverage requirements
• Maintain bond, automobile and property insurance databases
• Coordinate additions, modifications, and removals of vehicles and properties on insurance policies
• Gather, verify, and maintain property exposure information for underwriting and renewal
• Obtain and maintain required documentation for fleet and MICU vehicles
• Maintain the physician and allied healthcare provider insurance database
• Coordinate professional liability coverage and certificates of insurance for clinical providers
• Process claims history requests
• Maintain insurance department budget spreadsheets and track expenditures
• Organize insurance policies electronically
• Process insurance department invoices
• Manage automobile claims and patient lost/damaged item claims
• Collect and submit claim documentation
• Distribute and track claim-related reimbursements and settlement checks
• Perform mail sorting, scheduling, and other assigned administrative duties

Insurance jobs in Arizona