Bilingual Insurance Sales Agent

Bilingual Agent Sales

Copeland Insurance Group, an Integrity Company

Tyler, TX

About Copeland Insurance Group

Copeland Insurance Group has been serving Americans from their headquarters in Longview, Texas since 1964. Their personal, service-driven approach has earned this company a place among the top businesses in the industry. For over half of a century, Copeland Insurance Group has provided a variety of different coverage options ranging from Medicare to agricultural insurance to thousands of people across America.  Copeland Insurance Group is a proud member of the Integrity Family of Companies.

Job Summary

As a sales agent, you are the front line in customer service. You are the person that clients depend on to fulfill requests and provide services that best meet their needs. To do this, you will offer services and provide support in person and via telephone or internet. You will also be responsible for maintaining client files, ensuring that returning clients are served to the best level possible.

Primary Responsibilities:

Sell various types of Life and Health insurance policies to individuals.

Stay compliant with all products and clients

Complete necessary trainings certifications, AHIP

Attend meetings, seminars and programs to learn about new and current products.

Researching and matching the best insurance product for the client.

Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

Develop marketing strategies to meet sales goals.

Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

Perform administrative tasks, such as maintaining records and handling policy renewals.

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Participate in team building

Other duties assigned by leadership.

Primary Skills & Requirements:

Bilingual in English & Spanish is strongly preferred

High School Diploma or GED

Texas Life and Health General Lines Insurance License

Ability to meet Sales Goals, once training and coaching is completed.

Detail Oriented

Reliable and Dependable

Be willing to work as a team and independently.

Proficient in Microsoft programs