Legacy Planning logo
Legacy Planning

Your family deserves a Legacy Plan.

Senior Market Insurance Agent – High Level Strategy

Location

Texas

Posted

2 days ago

Salary

0

Seniority

Senior

High SchoolEnglish

Job Description

Senior Market Insurance Agent – High Level Strategy

Legacy Planning

• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team

Job Requirements

  • Insurance license (or willingness to obtain one – we provide guidance)
  • Strong communication and interpersonal skills
  • Self-motivated with a results-driven mindset
  • Ability to work independently and manage time effectively
  • Basic computer skills for CRM and client management

Benefits

  • Competitive commission structure with potential for bonuses
  • Flexible work schedule (remote position)
  • Comprehensive training and mentorship programs
  • Access to top-rated insurance carriers and products
  • Opportunities for career growth and leadership development
  • Supportive team culture with ongoing coaching and professional development

Related Categories

Related Job Pages

More Insurance Jobs

Legacy Planning logo

Licensed Life Insurance Agent

Legacy Planning

Your family deserves a Legacy Plan.

Insurance2 days ago
Full TimeRemoteTeam 1-10H1B No Sponsor

• Consult with clients to assess their insurance needs & recommend suitable coverage • Educate clients on policy options and help them make informed decisions • Manage the full sales cycle from prospecting to closing deals • Maintain relationships with clients and provide ongoing policy support • Stay up to date with industry trends and product knowledge

Utah

Commercial Insurance Biller

Avalon Health Care Group

Avalon Health Care Group specializes in skilled nursing, senior housing and assisted living, hospice and home health, therapy services, care coordination, and m

Insurance2 days ago

Commercial Insurance Biller Company: Avalon Health Care Management, Inc. Location: Salt Lake City, Utah, USA Work Arrangement: Hybrid (On-site During Training; Hybrid After Training) Hybrid (On-site During Training) Employment Type: Full-time We are seeking an experienced Commercial Insurance Biller to join our team. The ideal candidate will have a strong background in medical billing and coding for Skilled nursing facilities, as well as experience working with commercial insurance companies. This position has the opportunity to become a hybrid role working from home and in office after training. ***This position is on site with a hybrid option after training is completed.*** Full-time are eligible for: - 401K - Medical, Dental & Vision - FSA & Dependent Care FSA - Life Insurance - AD&D, Long Term Disability, Short Term Disability - Critical Illness, Accident, Hospital Indemnity - Legal Benefits, Identity Theft Protection - Pet Insurance and Auto/Home Insurance. Responsibilities: - Review and follow up with the facilities to ensure facility has received authorization to provide services to commercial insurance payers. - Ensure all rates are correct within the billing software. - Bill according to the outlined billing schedule as set by the Avalon Corporate Office. Prepare, review, and transmit claims using billing software through electronic and paper claim processing. - Provide claim follow up based on Avalon claim review protocol. Contact commercial insurance providers through phone and online review of outstanding claims. Follow up process will continue until claims are reduced from outstanding Accounts Receivable (AR). - Research and review outstanding claims until the AR payer has been relieved. Process refunds and adjustments according to Avalon guidelines. - Collect and process the payment as indicated on the Explanation of Benefits (EOB) for patients’ dates of service. Payments which are not equal to outstanding AR will be researched and reprocessed for refunds, additional payment request, or adjustment needs. - Work effectively with facility personal to resolve billing issues. - Complete monthly aging for facilities and attend aging review meetings when necessary. Qualifications: - Must have experience billing for Skilled nursing facilities - Associate's degree (AA) or equivalent from two-year college or technical school; or two or more years related experience and/or training; or equivalent combination of education and experience. - Minimum 2 years of billing experience. - Ability to adapt to a flexible work schedule. - Ability to relate positively, effectively and appropriately with residents, families, community members, volunteers and other staff. - Possess special interest in, and a positive attitude about, working with long-term care residents and the elderly. - Ability to read, write, speak and understand English. - Must be able to maintain regular attendance. - Demonstrate basic computer knowledge and ability, including e-mail, with an aptitude to learn company applications. Avalon Health Care Group is an Equal Opportunity Employer Avalon Health Care Management, Inc. in Salt Lake City is hiring a Commercial Insurance Biller to come join our outstanding team! We are seeking an experienced Commercial Insurance Biller to join our team. The ideal candidate will have a strong background in medical billing and coding for Skilled nursing facilities, as well as experience working with commercial insurance companies. This position has the opportunity to become a hybrid role working from home and in office after training. ***This position is on site with a hybrid option after training is completed.*** Full-time are eligible for: - 401K - Medical, Dental & Vision - FSA & Dependent Care FSA - Life Insurance - AD&D, Long Term Disability, Short Term Disability - Critical Illness, Accident, Hospital Indemnity - Legal Benefits, Identity Theft Protection - Pet Insurance and Auto/Home Insurance. Responsibilities: - Review and follow up with the facilities to ensure facility has received authorization to provide services to commercial insurance payers. - Ensure all rates are correct within the billing software. - Bill according to the outlined billing schedule as set by the Avalon Corporate Office. Prepare, review, and transmit claims using billing software through electronic and paper claim processing. - Provide claim follow up based on Avalon claim review protocol. Contact commercial insurance providers through phone and online review of outstanding claims. Follow up process will continue until claims are reduced from outstanding Accounts Receivable (AR). - Research and review outstanding claims until the AR payer has been relieved. Process refunds and adjustments according to Avalon guidelines. - Collect and process the payment as indicated on the Explanation of Benefits (EOB) for patients’ dates of service. Payments which are not equal to outstanding AR will be researched and reprocessed for refunds, additional payment request, or adjustment needs. - Work effectively with facility personal to resolve billing issues. - Complete monthly aging for facilities and attend aging review meetings when necessary. Qualifications: - Must have experience billing for Skilled nursing facilities - Associate's degree (AA) or equivalent from two-year college or technical school; or two or more years related experience and/or training; or equivalent combination of education and experience. - Minimum 2 years of billing experience. - Ability to adapt to a flexible work schedule. - Ability to relate positively, effectively and appropriately with residents, families, community members, volunteers and other staff. - Possess special interest in, and a positive attitude about, working with long-term care residents and the elderly. - Ability to read, write, speak and understand English. - Must be able to maintain regular attendance. - Demonstrate basic computer knowledge and ability, including e-mail, with an aptitude to learn company applications. Avalon Health Care Group is an Equal Opportunity Employer

Utah
Full TimeRemoteTeam 1,001-5,000Since 1999H1B No Sponsor

• New client acquisition: You proactively approach potential clients in the housing sector, present our portfolio and acquire new customers for long-term collaboration. • Existing client management: You advise housing companies on existing and new insurance contracts, with a focus on building, property and liability insurance as well as other corporate insurance products. • Networking: You work closely with the sales teams of our other product areas and leverage this network to drive your sales success. • Fee-based consulting: You support insurance analyses and risk-optimization projects — from analysis of the housing company to development of recommendations and presentation to the client. • Insurance concepts: You develop structured insurance solutions and present them convincingly to managing directors and boards. • Claims processes: You understand your clients' claims handling workflows and can explain and optimize digital processes and integration/interface topics with other systems. • Events: You represent Dr. Klein Wowi Finanz at industry and specialist events and actively maintain your regional network.

Germany

Role Description Die FRANKE Unternehmensgruppe - In unserem Geschäftsbereich Financial bieten wir Finanz- und Versicherungslösungen für Privat- und Firmenkunden. Ziel ist es, Vermögenswerte nicht nur aufzubauen, sondern nachhaltig abzusichern. Unsere Beratung basiert auf einer strukturierten Analyse Ihrer individuellen Situation sowie einer ganzheitlichen Betrachtung von Risiken und Chancen. So entstehen Lösungen, die Sicherheit, Flexibilität und langfristige Stabilität miteinander verbinden und eine verlässliche Grundlage für private und unternehmerische Entscheidungen schaffen. Wir begleiten unsere Kunden mit einer klaren Strategie und einem ganzheitlichen Beratungsansatz. Ziel ist es, finanzielle Risiken zu minimieren, Chancen optimal zu nutzen und langfristig stabile Grundlagen für Vermögen, Vorsorge, Gesundheit und unternehmerischen Erfolg zu schaffen. - Ganzheitliche Beratung von Neu- und Bestandskunden in den Bereichen Versicherung, Vorsorge, Investment und Vermögensaufbau - Analyse der finanziellen Situation und Entwicklung individueller Lösungen - Digitale und persönliche Beratung von Kunden – insbesondere via Zoom - Verständliche Erklärung komplexer Finanz- und Versicherungsthemen - Betreuung und Ausbau eines bestehenden Kundenbestands - Bearbeitung von Kundenanfragen und Vertragsänderungen - Follow-up von Leads aus Online-Marketing- und Meta-Ads-Kampagnen Qualifications - Ausbildung zum Versicherungsfachmann (IHK) - Kaufmann für Versicherungen und Finanzanlagen oder vergleichbarer Sachkundenachweis - Idealerweise Erfahrung im Versicherungs- oder Finanzvertrieb - Interesse an Vorsorge, Investment und Vermögensaufbau - Kommunikationsstärke und sicheres Auftreten - Selbstständige, strukturierte Arbeitsweise - Motivation zur fachlichen Weiterentwicklung - Sehr gute Deutschkenntnisse in Wort und Schrift - Freude daran, Kunden auch digital (Zoom) zu beraten Benefits - Wir kombinieren unternehmerische Freiheit mit moderner digitaler Vertriebsstruktur. - Sie arbeiten remote, nutzen digitale Beratung über Zoom und werden durch systematische Online-Leadgenerierung unterstützt. - So können Sie sich auf das konzentrieren, was zählt: gute Beratung und erfolgreicher Vertrieb. - Echte Entwicklungsperspektiven, starke Unterstützung im Hintergrund und ein Umfeld, das auf Leistung, Vertrauen und Klarheit basiert.

Germany