ISI Concepts
Insurance - Colonial Heights, Virginia, United States
ISI Concepts Senior Management
ISI Concepts Details
Insurance, Savings and Investment Concepts, Inc. ("ISI Concepts") has been offering insurance & financial services for over 30 years. We specialize in life/health insurance, as well as money accumulation plans. We also provide financial consulting for both individuals & commercial entities. ISI Concepts does not just "sell" insurance - we're trusted financial advisors that know the importance of comprehensive financial planning. Client satisfaction is our first priority, and we strive to deliver an exceptional experience with every interaction. We pride ourselves on our extraordinary ability to assess a prospective clients' needs and provide options that will best meet those needs. It is imperative that we build and maintain long-lasting relationships with our clients. By completing regular coverage reviews, we ensure that the products and services they receive are in-sync with life's changes.**ATTENTION!**We 're currently seeking an experienced, licensed Insurance Agent with solid administrative skills to join our team full-time. The right candidate could potentially become a Partner in our expanding agency!Responsibilities:*Identify new prospects using lead generation tools & innovative marketing, handling sale from initial appointment to policy delivery*Service existing policyholders & customers by responding to inquiries, completing coverage reviews, submitting policy changes, etc.*Correspond with insurance companies both verbally & in writing regarding new & existing business*Maintain valid insurance license*General office tasks including, but not limited to: answering phones, drafting & sending letters /email, filing, faxing, running reports & ordering office supplies*General knowledge of the application of insurance in advanced markets to include estate & retirement planning, Key Man Insurance & employee benefits*Additional duties based on experienceRequirements:Insurance: 1 yearHigh School Diploma or Equivalent
