Insurance Specialist - New Agent Training
Insurance Specialist – Job Description
A typical day for a customer service/sales representative will involve handling multiple inbound and outbound phone calls. You will be responsible for answering policyholder questions, processing payments, and making coverage changes.
In addition to your customer service duties you will also be responsible for bringing in new sales to the agency. We will provide you with leads on a daily basis to call in addition to the leads you generate on your own.
What does a successful candidate look like?
- YOU MUST BE COMFORTABLE TALKING ON THE PHONE!!!
- You must be an organized, multi-tasker w/ a positive attitude
- Proficiency with email and common Microsoft applications
- If you are still typing with 2 fingers you won’t be a good fit 🙂
START HERE - COMPLETE PRIOR TO 1ST DAY REVIEW THESE TABS & COMPLETE THE NECESSARY STEPS PRIOR TO YOUR 1ST DAY!
Welcome to Lifetime Insurance Services
Learn About Your Agent Compensation Plan
Agent Job Description
What are your job expectations?
All new agents need to review this checklist to ensure nothing is missed
Day 2 Training
Day 3 Training
Day 4 Training
Day 5 Training
Weeks 2-4 Training
Month 2 Training