Insurance clerk

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Located in Grand Junction, CO

Salary: $20 -$23 DOE

Licensed Agent or someone who wants to become one (the clients will pay for training and licensing)
 
Key Responsibilities
  • Lead Generation & Sales: Prospect for new clients via cold calling, networking, and referrals to grow a customer portfolio.
  • Needs Analysis: Interview clients to determine their financial situations, existing coverage, and long-term goals.
  • Policy Customization: Recommend and explain suitable insurance products to protect clients against financial loss.
  • Administrative Duties: Process applications, issue quotes, manage client records, and handle policy renewals.
  • Claims Support: Assist policyholders with the claims process and act as a liaison between the client and the insurance company.
  • Licensing & Compliance: Complete continuing education credits and adhere to state and federal insurance regulations. 
Core Competencies & Skills
  • Communication: Ability to explain complex policies in simple, client-friendly terms.
  • Customer Service: Strong interpersonal skills to build trust, retain clients, and provide empathetic support during stressful claims.
  • Sales & Negotiation: Confidence in closing sales, upselling, and overcoming objections.
  • Financial Literacy: A solid grasp of financial products, risk management, and underwriting criteria.

Express Office: Grand Junction
725 Pitkin Avenue
Grand Junction, CO 81501
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