Licensed Insurance Agent at Keeper

McAllen, Texas, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Must be fully licensed to sell all Kemper Life’s products (Life, Health, P&C)
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

Coordinating home visits and 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 that you determine
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

Insurance SalesPremium CollectionCustomer ServiceSales ProspectingLife InsuranceField Sales

Questions & Answers

Common questions about this position

What compensation and bonuses are offered for this Licensed Insurance Agent role?

The role offers a sign-on bonus, uncapped commissions through a pay-for-performance model, and the Licensed Agent Bonus Program providing up to $4,750 in the first year ($750 upon hiring, $1,500 after six months, $2,500 after 12 months) for qualifying agents.

Is this a remote position, or what is the work arrangement?

This is a full-time field role based in McAllen, Texas, involving frequent personal home visits with customers for premium collection and sales.

What skills or qualifications are required for this position?

Candidates must be fully licensed to sell all Kemper Life products in their resident state, with skills in sales presentations, prospecting, customer relationship management, premium collection, and record keeping.

What benefits does Kemper offer its agents?

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

What makes a strong candidate for this Licensed Insurance Agent position?

Strong candidates are passionate about serving underserved modest-income families, licensed to sell all Kemper Life products, able to grow territory through new sales, and committed to building customer relationships via home visits.

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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