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Mortgage Protection Specialist

Company: UniTrust Financial Group
Location: Myrtle Point
Posted on: January 27, 2023

Job Description:

Our rapidly-expanding insurance agency is looking for a full-time life insurance agent to join our team! You'll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the insurance sales process. We'll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we'd love to hear from you. Apply today!

UniTrust is a relentless group of innovative business professionals with a desire to see others thrive. We have an innovative approach to insurance and a drive to inspire & celebrate change in ourselves & others. -Designed as a technology company, we stand out from the crowd with innovative tools, resources, and proprietary automation technology to create a seamless working environment for our customers and teammates.

Responsibilities:

Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
Aid policyholders with the insurance claims process while supervising the progress of current insurance claims


Qualifications:

Proficiency with Microsoft Office products
Possesses outstanding interpersonal and communication skills
Candidates must have a high school diploma or GED; a Bachelor's degree is a plus
Background in the health insurance or life insurance industries preferred
Previous customer service or experience as a sales representative preferred


About Company:
We approach our days with honesty, integrity, and respect. We are a systems-driven company that prefers to share successes with everyone.



UniTrust Financial Group was created as a space for agents and builders to have a home where they could not just succeed, but thrive. -You will know that our team is 100% dedicated to our customers as well as our field force all across the USA.



We have a belief that if we take good care of our agents, they will take good care of their clients. Every day, we put our best foot forward with a dedication to innovation and integrity.

Keywords: UniTrust Financial Group, Medford , Mortgage Protection Specialist, Other , Myrtle Point, Oregon

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