Insurance Service Representative, Health & Medicare Sales | Charlotte NC
Overview
You will own service and sales for Health, Medicare, and Life insurance lines at Kale Insurance, a 25-year local agency with a strong reputation. You will support a book of existing clients while bringing in new business from warm leads, working in a close-knit team of experienced agents. This role blends client care with sales, offering hands-on training and the chance to build your own book. You will enjoy a stable schedule with no evenings or weekends, plus flexible time off and a supportive office culture.
What You'll Do6
- 1Service existing Health insurance clients, handling policy changes and renewals
- 2Service existing Medicare clients, including annual plan reviews and updates
- 3Service existing Life insurance clients, managing beneficiary and coverage details
- 4Provide quotes to prospective Health, Medicare, and Life clients from warm leads
- 5Guide clients through coverage options, explaining plan details and trade-offs
- 6Deliver in-person and phone-based service with professionalism and care
Requirements6
- 1Active Health, Life, and Medicare insurance license required
- 21+ years prior insurance or client-facing experience
- 3Strong phone and face-to-face communication skills
- 4Proficiency with computers and office systems
- 5Professional appearance and attention to hygiene
- 6Comfort guiding clients through coverage decisions
Salary Insight
$36 - $45k per year
Location
Required Skills
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