Insurance Agent in Nashville, TN assessing clients' insurance needs and processing applications. Conducting interviews and maintaining client records while adhering to industry guidelines.
Responsibilities
Conduct client interviews to gather personal, financial, and medical information for insurance applications.
Explain insurance products, coverage options, and policy terms clearly and accurately.
Assess potential risks and identify factors that may influence underwriting decisions.
Complete and submit applications in compliance with company policies and industry regulations.
Act as a liaison between clients and the underwriting department to resolve questions or obtain additional information.
Maintain accurate and confidential client records.
Stay informed about industry trends, underwriting guidelines, and product updates.
Requirements
High school diploma or equivalent; bachelor’s degree preferred.
Prior experience in insurance sales, underwriting, or financial services is highly desirable.
State insurance license (Life/Health) or ability to obtain one.
Strong communication, presentation, and interpersonal skills.
Detail-oriented with excellent organizational abilities.
Proficient in using CRM software and digital applications for client management.
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