Vanguard Insurance And Financial Services, LLC ยท 18 hours ago
Licensed Insurance Agent
Vanguard Insurance And Financial Services, LLC is a full-service independent insurance agency that collaborates with major insurance companies to offer tailored coverage to clients. The Licensed Insurance Agent will engage with clients to assess their insurance needs, provide policy recommendations, and process applications, while ensuring compliance with industry regulations.
Insurance
Responsibilities
Engage with clients to assess their insurance needs
Provide policy recommendations
Process applications
Develop and maintain client relationships
Handle insurance brokerage tasks
Assist with claims processing
Ensure compliance with industry regulations
Qualification
Required
Proficiency in Insurance Sales, Insurance, and Insurance Brokerage
Knowledge of Finance and financial products relevant to the insurance industry
Strong Customer Service skills with a passion for helping clients
Excellent communication and interpersonal abilities
Self-motivated and capable of working independently in a remote setting
Valid insurance license required for the applicable states served
Preferred
Experience with insurance software tools and CRM platforms is a plus
Company
Vanguard Insurance And Financial Services, LLC
Vanguard Insurance And Financial Services, LLC is a full service independent insurance agency.
Funding
Current Stage
Early StageCompany data provided by crunchbase