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Job Information

Truist Medicare/Individual Health Sales Agent in Miami, Florida

Req ID: R0039986

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Offer Medicare and Individual Health product solutions to bank and insurance clients from referrals received throughout the Truist footprint, call in’s, and company retirees.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Respond to all referrals faxed in, mailed in or called in to Sales Center as quickly as possible from time of receipt. Input into system immediately if quotable.

  2. Quote and sell appropriate coverages to these prospects with major carriers represented.

  3. Obtain expiration dates for other lines of business from referral customers.

  4. Solicit referral leads from satisfied customers who were referred to us.

  5. Maintain accurate, current knowledge of all company guidelines system wide, keeping manual up-to date at all times.

  6. New business sales goals will be mutually agreed upon with Insurance Sales Center Manager.

  7. Maintain all necessary continuing education classes and other training as deemed appropriate by Manager.

Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. High School graduate or equivalent education and related training

  2. One year of insurance industry experience

  3. Proven track record and aptitude toward Medicare/Health Insurance sales

  4. Strong interpersonal skills, especially telephone demeanor

  5. Strong team player ethics, and willingness to help all reach goals

  6. Demonstrated proficiency of basic computer applications, such as Microsoft Office products

  7. Have appropriate insurance licenses

  8. Ability to travel, occasionally overnight

Life/Health and Medicare Insurance License

Bilingual- Spanish a must.

Desired Skills:

  1. Knowledge of and/or ability to learn Insurance Service's automation system

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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