Internal Life Insurance Sales Representative

Merit Insurance Services, LLC

West Hartford, CT, US
Base: $65,000 - $70,000; bonus/equity: not specifi...
Fully remote
1 year experience supporting life insurance agents
Proficiency in reviewing application paperwork
Knowledge of traditional and accelerated underwriting
The role involves partnering with financial advisors to coordinate and expedite Life, Disability, Long-Term Care Insurance, and Annuity business for clients

Job Summary

  • The role involves partnering with financial advisors to coordinate and expedite Life, Disability, Long-Term Care Insurance, and Annuity business for clients.
  • Candidates will be responsible for building strong relationships with agents and brokers while handling tasks such as illustration requests and logging opportunities into the CRM system.
  • The position offers a competitive pay scale of $65,000-$70,000 along with comprehensive benefits including medical/dental/vision, 401(k), and paid holidays.

Matching Summary

The role involves partnering with financial advisors to coordinate and expedite Life, Disability, Long-Term Care Insurance, and Annuity business for clients.

Salary

Base: $65,000 - $70,000; Bonus/Equity: Not specified; Benefits: Medical/Dental/Vision, 401(k), Paid Holidays, PTO, FSA/HSA, Life Insurance, Short/Long-Term Disability

Skills & Requirements

Must-have

  • 1 year experience supporting life insurance agents
  • Proficiency in reviewing application paperwork
  • Knowledge of traditional and accelerated underwriting
  • Ability to navigate multiple software platforms
  • Experience with CRM systems for case management

Nice-to-have

  • Strong organizational skills in dynamic environment
  • Customer service oriented mindset
  • High attention to detail
  • Ability to work independently and within a team
  • Desire to excel and contribute to growth

Key Requirements

  • Minimum 1 year administrative or service support experience
  • Experience with life insurance products and underwriting
  • Proficiency in carrier application processes

Work Rights

Not specified

Tailored Resume

Cover Letter