Licensed Agent

West Palm Beach, Florida
Not Specified
Jul 10, 2024
Sep 07, 2024
Licensed Agent

West Palm Beach, FL, USA Req #2257

Wednesday, July 10, 2024


Responsible for providing a wide variety of support services to promote the company's product portfolio via the telephone and internet to support and to increase company revenue and profit.


• Promote the company's product portfolio and provide service assistance to consumers.

• Respond to consumer inquiries through calls both inbound and outbound as well as internet inquiries.

• Deliver prepared sales scripts to educate, inform and provide solutions to potential customers. Describe solutions for individual sales situations.

• Communicate with consumers regularly regarding product information, rate changes and key benefits.

• Monitor compliance with program reporting rules and sales requirements.

• Document each and every consumer contact with detailed notes.

• Work collaboratively with fellow staff to advance the values and mission of Assured Health Group by serving on relevant internal and external committees.

• Assists with special projects/assignments as requested by members of management.

• Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

• Performs other duties as assigned.



High School Diploma or GED Required

Bachelor's Degree in marketing or related field, or equivalent combination of education and experience Preferred

Three (3) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience Life/Health Insurance license


Active Life and Health Insurance license in resident state.

Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the sales associate.

Knowledge of the general industry procedures, practices and terminology.

Skill in working effectively with inbound and outbound callers/customers.

Skill in negotiating and problem solving to resolve internal and external conflicts.

Skill in the use of office equipment including computer, fax, printer, telephone system, etc.

Skill in the use of time management and organization skills.

Skill in maintaining effective working relationships with all customers, employees and the general public.

Skill in project management.

Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred).

Ability to communicate effectively, both orally and in writing, in a constructive manner.

Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.

Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations.

Ability to engage in effective interpersonal interaction, verbal communication and written communication.

Ability to persuade.

Ability to run quotes for products.

Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.

Ability to read, write and communicate English effectively.

Ability to maintain all company policies, including all confidentiality and safety policies.

Ability to actively contribute to team effort.

Ability to work independently, exercise independent judgment, make and execute decisions.

Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame.

Strong verbal and written proficiencies of the English language is required and bilingual (Spanish and English) preferred.


Other details
  • Pay Type Hourly
  • Travel Required No
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