Insurance

• Meet with client members to assess their insurance needs and recommend appropriate coverage
• Provide exceptional customer service, addressing client inquiries and resolving issues promptly
• Build and maintain a network of client members through referrals, networking events, and community engagement
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills
• Meet or exceed business development goals

Insurance Agent

• Meet with client members to assess their insurance needs and recommend appropriate coverage
• Provide exceptional customer service, address client inquiries, and resolve issues promptly
• Build and maintain a network of client members through referrals, networking events, and community engagement
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills
• Meet or exceed business development goals
• Grow membership by protecting legacies for families and businesses through wise financial planning

Insurance Agent – Training Provided

• Engage with members throughout the day in a dynamic call center environment
• Help members with insurance needs through service, sales, and retention conversations
• Build trusted relationships by identifying needs and recommending personalized insurance solutions
• Deliver exceptional member experiences while balancing sales, service, and compliance requirements
• Navigate multiple systems and adapt to changing member and business needs in a fast-paced contact center environment
• Support team success and USAA’s mission of serving military members, veterans, and their families
• Support members through consecutive inbound calls while using multiple applications
• Build skills in multitasking, problem-solving, and customer service
• Assist members primarily by phone with scheduled breaks

Insurance Sales and Service Representative, Licensed

• Complete up to 64 hours of paid pre-licensing training
• Support customers by phone and email with new policy quotes and billing inquiries
• Process endorsements, cancellations, and coverage updates
• Navigate underwriting questions and explain insurance protection to clients
• Ensure transactions comply with industry regulations and internal quality standards
• Transition into a licensed Property & Casualty insurance expert role after passing the state exam

Property & Casualty Insurance Licensing Program

• Build an independent insurance business
• Use CRM, automated systems, and lead systems to connect with interested clients
• Analyze clients' financial needs
• Match clients with life and health insurance products
• Explain suitable financial products clearly
• Close deals using warm leads without cold calling or prospecting
• Participate in training and world-class mentorship
• Develop personally and professionally

Insurance Sales Associate

• Evaluate patients’ insurance status and assist with ensuring coverage eligibility for timely and efficient billing
• Access partner hospital electronic health records to verify insurance eligibility and monitor account updates
• Place appropriate insurance or eligible charity care programs to ensure timely filing
• Validate and accurately document demographic and insurance information
• Contact guarantors to obtain information and communicate with partner hospitals
• Monitor accounts for documentation, insurance verifications, and collection of deposits and self-pay balances
• Support and serve as a resource to associates, including cross-covering Family Financial Advocate functions
• Provide cost estimates to patients and providers and approve discounts according to organizational and government policies
• Perform financial assessments of uninsured and underinsured patients and assist with federal, state, and local program applications
• Ensure accounts are ready for billing with adequate supporting documentation within established time frames
• Support patients and families in accessing private and governmental funding sources
• Conduct financial interviews and ensure compliance with hospital financial resolution policies
• Resolve financial-services concerns and advise patients and guarantors regarding payment rights, responsibilities, and procedures
• Create patient responsibility estimates and collect applicable patient responsibility portions
• Handle inbound and outbound customer service, account inquiry, coverage, and eligibility calls
• Communicate with specialty clinic locations and physician offices
• Support scheduling functions and other assigned projects and duties

Insurance Specialist

• Engage key personnel at Holman auto dealerships to create awareness of Holman Insurance Services
• Visit dealerships and host company-sponsored luncheons or other marketing activities
• Develop and maintain an active list of introductions and prospects from dealerships and referral sources
• Work with existing Holman retail customers, follow up on leads and cross-sell existing insurance clients
• Contact prospects by telephone, email, correspondence, social media and other methods to assess household personal lines insurance needs
• Develop client-specific quotes and information using a consultative, needs-based approach
• Generate new business applications for personal lines Property and Casualty insurance and submit them to carriers
• Ensure attention to detail, adherence to underwriting guidelines and persistent follow-up for policy issuance
• Answer questions about insurance coverage, policy provisions, discounts, pricing and related information
• Work with management to achieve premium and retention targets
• Act as a brand ambassador at Holman functions and across the organization
• Collaborate with Account Representatives and customer service personnel
• Assist with new employees, train others on the business operating system and share successful ideas and processes
• Assist with policy changes, billing questions, claims inquiries and other client service needs
• Create a positive experience for clients, prospects and business partners

Personal Lines Insurance Sales Agent

• Support Appeals Specialists in pursuing proper reimbursement on behalf of hospitals
• Contact insurance companies for claim and appeal submission status
• Move accounts through insurance carriers’ claim processing systems
• Check client systems and payer portals for status when feasible
• Provide accurate and thorough feedback
• Properly notate internal and external systems
• Assist with special client projects
• Demonstrate integrity and ethics in day-to-day tasks and decision making
• Operate effectively within the work environment and work group
• Maintain focus on self-development and seek continuous feedback and learning opportunities
• Support the Compliance Program by adhering to relevant policies and procedures

Insurance Follow-up Representative – Denials

• 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

Insurance jobs in Florida

Insurance Agent

Insurance Agent

Insurance Agent – Training Provided

Insurance Sales and Service Representative, Licensed

Property & Casualty Insurance Licensing Program

Insurance Sales Associate

Insurance Specialist

Personal Lines Insurance Sales Agent

Insurance Follow-up Representative – Denials

Life Insurance Sales Representative