Insurance Sales Representative

Company: Personal Touch Ins & Benfits
Location: Boise
Posted on: February 5, 2025

Job Description:

At Personal Touch Insurance & Benefits, we specialize in Medicare, health, and life insurance, helping individuals and families navigate their coverage options with confidence. Our mission is to take the confusion out of comparisons by providing expert guidance with a personal touch. We believe in making the process simple, clear, and stress-free for our clients. To support our growing team, we're looking for a Licensed Agent Support Specialist who is detail-oriented, customer-focused, and eager to grow in the insurance industry.

Responsibilities:
--- Assist licensed agents by handling administrative tasks such as policy enrollments, policy processing, and client follow-ups.
--- Answer client inquiries, provide general information on plans, and direct them to licensed agents for personalized consultations.
--- Verify and process client applications while ensuring compliance with Medicare and insurance regulations.
--- Maintain accurate and up-to-date client records in our CRM system.
--- Support marketing and outreach efforts to educate clients on available insurance options.
--- Deliver outstanding customer service via phone, email, and online chat with a warm, personal approach.

Qualifications:
--- Candidates must have or be willing to get an insurance license
--- Strong attention to detail and ability to work in a fast-paced environment.
--- Excellent communication and customer service skills.
--- Proficiency in Apple products, Microsoft Office, and Zoom
--- A positive "Can Do" attitude and eagerness to learn.

About Company:
Base pay with commissions. Fantastic income potential

--- Hands-on training in Medicare, health, and life insurance products.

--- A supportive team environment where your contributions matter.

--- Flexible work options - Must live in Treasure Valley (remote/hybrid depending on company policy).

--- The opportunity to make a real impact by helping clients feel confident in their coverage decisions.

Keywords: Personal Touch Ins & Benfits, Boise , Insurance Sales Representative, Sales , Boise, Idaho