Insurance Agents Supervisor/Manager

Job Description

Job Description

Job Functions
Maintain compliance with insurance regulations and company policies

Provide accurate information and customer support to clients

• Coordinate the receipt of inbound calls from clients seeking information and guidance on health insurance options from agents
• Coordinate the follow-up activities of agents with prospects via outbound calls to provide updates, address concerns, and close pending sales opportunities
• Oversee the management of client records and follow-up with clients
• Manage relationships with customers to ensure high client retention and loyalty
• Coordinate the provision of life, health, and final expense insurance consultations to individuals and families
• Maintain and update clients’ accounts
• Conduct needs analysis and recommends coverage based on client's financial goals and budgets
• Manage client relationship to ensure long-term growth
• Develop new business via telephone, networking, referrals, and other sources.
• Coordinate and supervise the performance of number of assigned agents.
• Team mentoring, leadership and management
• Prepare daily/weekly/monthly performance reports for management.

Job Requirements

• Possession of active life insurance license is required
• Minimum of five (5) years' experience in life insurance sales is required
• First degree in any discipline is a plus
• Excellent communication (written and oral)
• Ability to supervise medium-sized team