Insurance Representative

Sherman Oaks, CA


Currently looking for individuals to fill Insurance Representative openings. Interested candidates should have a minimum of 3 years of customer service experience; preferably working in the insurance industry or a medical office.


Responsibilities of the Insurance Representative


  • Complete our client’s Onboarding Process & Award-Winning Training (classroom & out in the field with a personal mentor).
  • Establish New Relationships with Companies & Organizations through Networking, Field Marketing, Social Media, LinkedIn, Referrals & Warm Leads that come in through our client’s company.
  • Meet with Business Owners, Identify their Business Needs, Discuss our client’s No-Cost Business Solutions, Schedule Employee Education Meetings & Enroll Employees in our client’s Benefits (Consultative Process).
  • Learn and accurately use specific agency programs or operations affecting assigned work.
  • Prioritize work and maintain an adequate workflow under pressure in a fast-paced environment.
  • Assess customer issues, prioritize customer concerns, de-escalate situations and determine the best course of action for the customer and the company; escalating to management as necessary.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.


Requirements of the Insurance Representative


  • An Accident, Life & Health License preferred  
  • Minimum 3 years of customer service experience; preferably working in the insurance industry or a medical office
  • Must have reliable transportation to and from work and/or workplace training
  • Rapid advancement for experienced leaders
  • No F1, OPT or CPT Visa Positions Available for this type of Insurance Sales position. Benefit Advisors are Independent Contractors. Applicants must be United States Citizens or Own a Permanent Resident Card.


5805 Sepulveda Blvd. Suite 700, Sherman Oaks CA 91411


OWC019

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