Branch & Insurance Specialist
Core
Entry-level branch specialist providing insurance and membership services support, interfacing with members via phone and in-person to handle billing, policy support, and cross-selling.
Role type
Entry-level branch insurance and membership specialist
Builds
Insurance policies, membership services, and sales leads for agents
Domain
Insurance and membership services
Deliverable
client delivery
Required skills
Customer service, sales, Microsoft Office basics, verbal and written communication, adaptability
Preferred skills
Prior experience in insurance, retail sales, or banking
Responsibilities
Interface with members regarding insurance policies and membership services, provide support for insurance billing, perform cashiering duties, develop insurance leads for sales agents, support agents and team members with routine and advanced duties
Seniority
Entry-level, service-driven professional