Insurance Agent Trainee at Keeper

Baltimore, Maryland, United States

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Not SpecifiedCompensation

Internship, Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Customer service experience
Must be at least 18 years of age
Valid driver’s license with required auto insurance coverage
Dependable vehicle for daily travel
Ability to pass a background check, motor vehicle report, and drug screening
Authorization to work in the United States

Responsibilities

Conducting sales presentations, recommending products, and closing new sales
Prospecting for new sales opportunities
Maintaining strong customer relationships by collecting premiums on a pre-arranged schedule
Responding promptly to service requests such as beneficiary changes, claims, and loans
Record keeping, accounting for money collected, and processing policy paperwork
Grow the assigned territory through new sales
Build strong working relationships with customers
Devote the time necessary to fulfill the responsibilities of the role
Pursue continuous professional development in insurance products and sales effectiveness

Skills

Key technologies and capabilities for this role

Life Insurance SalesCustomer ServicePremium CollectionSalesLicensing

Questions & Answers

Common questions about this position

What compensation structure does this role offer?

Agents earn a percentage of the premiums they collect and commissions on new sales, with a pay-for-performance model that allows income to grow through hard work and new sales. Superior performance is recognized through awards, prizes, and company-sponsored trips.

Is this a remote position or does it require office work?

This is a field role involving frequent personal home visits with customers to collect premiums, conduct sales, and address service needs.

What skills or qualities are important for success in this role?

Key activities include conducting sales presentations, prospecting for new opportunities, maintaining customer relationships, and handling service requests promptly.

What is the company culture like at Kemper?

Kemper emphasizes a high-performing culture with opportunities for personal development, professional challenge, and healthy work-life balance, while serving the insurance needs of modest-income families through meaningful community work.

What benefits are offered to Insurance Agent Trainees?

Benefits include major medical and dental insurance, group life insurance, short-term and long-term disability, 401(k) with company match, paid vacation, and employee stock purchase program.

Keeper

Digital platform for bookkeeping efficiency

About Keeper

Keeper.app provides a digital platform designed to assist bookkeeping and accounting firms in improving their operational efficiency. The main feature of the platform is a client portal that facilitates better communication between firms and their clients, along with comprehensive reporting packages that help streamline the month-end closing processes. By offering a subscription-based service, Keeper.app generates revenue through monthly or annual fees paid by its clients. What sets Keeper.app apart from its competitors is its strong emphasis on enhancing quality control and process efficiencies, as well as its commitment to exceptional customer service. The company's goal is to onboard more bookkeeping firms to its platform, thereby increasing productivity and simplifying their workflows.

Austin, TexasHeadquarters

2020Year Founded

$126.5KTotal Funding

SEEDCompany Stage

Enterprise Software, FintechIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Company Equity

Risks

AI-driven competitors threaten Keeper's market share in bookkeeping solutions.

Rapid tech advancements require Keeper to continuously innovate to stay competitive.

Data privacy concerns could impact Keeper's reputation and client trust.

Differentiation

Keeper offers a unique client portal for streamlined communication and reporting.

The platform focuses on improving quality control and process efficiencies for bookkeepers.

Keeper is praised for its exceptional customer service in the fintech sector.

Upsides

Integration with AI tools enhances Keeper's financial data insights and reporting.

Remote work trends boost demand for Keeper's digital collaboration solutions.

Cloud adoption in accounting offers expansion opportunities for Keeper's services.

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