Handle inbound and outbound calls to current policyholders to explain and add additional life, accident, and health coverage; use the eService web system to assess eligibility, complete paperwork, correct errors, and assist with correspondence while maintaining confidentiality and strong customer service.

Leads regional insurance sales growth through territory expansion, broker and employer-group development, direct sales, and revenue accountability. Recruits and coaches distributed sales leaders and brokers, manages regional accounts, ensures licensing and regulatory compliance, and uses CRM and market analytics to track pipelines, forecast performance, allocate territories, and identify opportunities. The role requires significant regional travel while operating remotely.

Supports key insurance accounts by addressing production, recruiting, onboarding, appointment, activation, and portal issues. Tracks and communicates performance metrics, coaches agents on sales fundamentals, mentors recruiting leaders, and delivers webinars and in-person seminars. Partners with licensing, operations, technology, and compliance teams to resolve field issues, document solutions, and improve agent readiness and production. This is a remote role requiring travel for training, seminars, and meetings.