Insurance Client Information Specialist (Triage & CRM)
INSURICA
A leading insurance firm in Oklahoma is seeking an individual to manage client contact through phone calls, assess coverage needs, and assign leads to appropriate carriers. The ideal candidate must possess strong communication and interpersonal skills, be self-motivated, and capable of multi-tasking in a dynamic environment. Experience in insurance or call centers is preferred, and candidates should have a high school diploma. This role requires the ability to utilize various technologies and ensure excellent customer service throughout interactions. #J-18808-Ljbffr INSURICA
- ...Representative About Us Welcome to Summit Insurance, where we elevate not just your career,... ...referrals. Re-service your existing client accounts periodically and systematically. Enter business client information weekly into CRM. The Sales and Leadership Representative...CRMWeekly payWork experience placement
- ...sized businesses offer top-tier supplemental insurance to their employees. Our mission is simple... ...that meet their needs Follow up with clients and assist with claims and coverage... ...strong personal book of business Use our CRM tools to track activity and performance...CRMWeekly pay
- ...specialize in providing personalized insurance solutions to protect families... ...! Responsibilities Identify client needs and recommend tailored... ...customer satisfaction Stay informed about industry trends and... ...effectively Basic computer skills for CRM and client management #J-1880...CRMFull timePart timeRemote workWork from homeFlexible hours
- ...most through premium supplemental health insurance. We're looking for results-driven sales professionals... .... Build long-term relationships with clients through exceptional service, follow-up,... ...in your territory. Use Salesforce CRM to generate leads, manage clients, and...CRMFor contractorsSelf employment
- Summary The Client Information Guide is responsible for client contact (incoming and outgoing), from... ...as needed, to perform the underwriting triage at the time that works the best time... ...diploma or equivalent is preferred Previous insurance or call center experience preferred...SuggestedWork at office
$50k - $60k
...Inside Sales Insurance Specialist Position at AMBA Inside Sales Insurance Specialist (W2, Remote) Full-Time | Monday through Friday Compensation... ...paced, goal-driven environment Technical proficiency with CRM tools. Salesforce experience is a plus Reliability,...CRMHourly payFull timeRemote workMonday to FridayFlexible hours- ...determination into success in the thriving world of insurance sales. At Summit, we believe in a... ...for cultivating and managing your own client base. This role involves meeting with business... ...typically less than 3 business days. CRM and classroom and field training....CRMWeekly payFull timeWork experience placementLocal area
- ...vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and... ...life insurance options to help clients make informed decisions. Sales Presentation: Deliver...Flexible hours
- ...sized businesses, presenting our top-tier supplemental insurance products. Training includes both classroom sessions... ...Core Responsibilities Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your...CRMWeekly payWork experience placementLocal area
- ...Job Description Job Description Position: Direct Insurance Sales Representative Number of Openings: 1 Territory Sales... ...field, you'll take charge, using our advanced Salesforce CRM to engage potential clients through cold calls and in-person visits. Your mission:...CRMWeekly payWork experience placementLocal area
$18.46 per hour
...Responsibilities: - Provide callers with informed and objective responses to... ...resource materials to answer client concerns. -Guide applicants... ..., Microsoft office and other CRM tools. - High level of... ...to employees, including health insurance coverage, life and disability...CRMMinimum wageFull timeContract workTemporary workWork experience placementWork at officeRemote workHome officeMonday to FridayShift work- ...In this role, you’ll support clients in understanding their benefit options and ensure they... ...to clients’ needs and help them make informed decisions -Host virtual meetings to review... ...multiple client needs -Basic experience with CRM systems or willingness to learn (e.g.,...CRMRemote jobFull time
- Emergent Financial Group is seeking licensed life insurance agents for dynamic sales opportunities in Norman,... ...Candidates will benefit from a comprehensive back-office CRM, training programs, and access to interested clients. No prior sales experience is required. Ideal...CRMRemote jobFlexible hours
- ...a bilingual (English/Spanish), licensed insurance professional to join our growing agency in... ...26. This is an in-office role focused on client retention, policy reviews, onboarding, relationship... ...as needed Maintain accurate CRM notes and follow-up tasks Deliver excellent...CRMWork at office
$70k - $85k
...role involves servicing an existing portfolio of 2,000 business clients, developing new relationships through referrals and leads, and leading... .... Track daily field activity using a Salesforce-based CRM. Contribute to recruiting, training, and leadership development...CRMWeekly pay- ...Job Title Remote Customer Service Specialist Company ForgeFit Location Remote... ...accurate records of customer interactions using CRM. Proactively follow up on customer... ...in a customer service, support, or client‑facing role. ~ Strong communication and...CRMHourly payFull timeRemote work
$115k - $130k
...for driving measurable student acquisition growth through data-informed marketing strategies and deep understanding of the student lifecycle... ...the decision cycle, leveraging content personalization and CRM insights to increase applicant conversion. • Campus & Partner...CRMLocal areaRemote workRelocation$50k - $70k
...dedicated to promoting State Farm's premier insurance and financial service products, offering you... ...customer-centric, needs-based approach to guide clients through comprehensive insurance options, empowering them to make informed decisions. Drive business growth by...Hourly payFor contractorsWork at officeFlexible hours$96.4k - $120.5k
...important work benefits our clients and partners as much as it does... ...need to make confident, well-informed decisions. Business... ...‑to‑invoice processes (e.g., CRM/ERP platforms such as Oracle... ...Matching, Life and Disability Insurance, Tuition Reimbursement Paid...CRMFull timeShift work$50.61k - $67.47k
...driven. Works well when presented with challenges. ~ Proficiency in Salesforce/CRM. ~ Work daily with integrity and follow the Lumen Unifying Principles. Compensation This information reflects the anticipated base salary range for this position based on current...CRMFull timeTemporary workRemote work- ...Position Overview: As a licensed insurance agent, you'll be responsible for managing... ...while building trusted relationships with clients. You'll meet with individuals and business... ...advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and...CRMFor contractorsSelf employment
- ...position, you will engage with clients through the entire sales... ...Client Relationship Management (CRM) software Education and/or... ...License and MVR acceptable to our Insurance Carrier Physical Demands... ...to effectively present information in one-on-one and small group...CRMInternshipLocal area
$120k - $158k
...the Program Quality Framework to make data-informed decisions that have real impact on... ...maintain a clear process for identifying, triaging, and resolving partnership health concerns... ...education setting. • Proficiency with CRM platforms and the Microsoft Office suite....CRMWork at officeRemote work- ...close targets and maintain a high sit-to-close ratio Qualifications Familiarity with CRM tools like Salesforce for managing leads, tracking pipeline progress, and following up with clients Strong communication and interpersonal skills Comfortable working independently,...CRMWeekly payFlexible hours
- ...yet highly rewarding field of supplemental insurance sales. We provide comprehensive training... ...individual and group presentations. Your clients and accounts will receive dedicated... ...Responsibilities: Utilize our customized Salesforce CRM to curate leads and generate clients...CRMWeekly payWork experience placementLocal area
$60k - $120k
...financial planning, retirement planning, insurance planning, and investment advisory support... ...compensation. Earnings are tied to production, client acquisition, and retention.... ...Maintain client relationship management (CRM) records Ensure regulatory compliance and...CRMFull timeWork at officeLocal areaRemote workFlexible hours- ...reception area, greet and welcome clients and patients, answer questions and triage client concerns, answer calls or... ...controlled substances. Additional Information ** We offer our staff: **... ...matching program, life & supplemental insurance, HSA, & FSA) Employee...Full timePart timeAfternoon shift
$13.75 - $14.25 per hour
...reception area, greet and welcome clients and patients, answer questions and triage client concerns, answer calls or... ...knowledge and skillset. Additional Information Pay: $13.75-14.25/hr DOE We... ...program, life & supplemental insurance, HSA, & FSA) Employee...Full timePart time$105.79k - $141.05k
...activation of audiences across paid media, owned channels, and CRM. Governance & Compliance Enforce best practices in data privacy... ...with Agile/Scaled Agile methodologies. Compensation This information reflects the anticipated base salary range for this position...CRMFull timeTemporary workRemote work- Retail Client Merchandising Representative The Retail Client Merchandising Representative plays a vital role in promoting nationally... ...reimbursement. Health, vision, dental, short‑term disability, life insurance, 401(k), and more are available. Flexible, daytime schedule....Weekly payTemporary workFlexible hoursWeekend workAfternoon shift
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