Life/Health Insurance Specialist

CLH Insurance Agency

Posted 2 months ago

Full Time

Owosso, Michigan

In Person

Smart Summary

Responsibilities

The specialist will educate customers on life and health insurance products while conducting needs-based assessments to identify coverage gaps. They will also manage the application and underwriting process while building long-term relationships with clients.

Qualifications

Seeking a Life/Health insurance specialist passionate about helping individuals and families protect their future. Key requirements include strong communication skills, a goal-oriented mindset, and the ability to obtain a Life & Health license. Experience in insurance sales or financial services is preferred.

Job Description

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
About our Agency:
CLH Insurance Agency is an independent, full-service insurance agency serving clients in Owosso, Laingsburg, and Corunna, Michigan. We are committed to helping individuals and families find the best insurance coverage at the most competitive price.

Our team focuses on building strong relationships with clients by understanding their unique needs and recommending personalized coverage strategies that fit their lifestyles. By partnering with a wide range of insurance carriers, we are able to provide tailored solutions and exceptional value.

We are looking for motivated individuals who are passionate about helping others, enjoy building relationships, and are eager to grow within a supportive, client-focused environment.

Position Overview:
Are you passionate about helping individuals and families protect what matters most? Our State Farm agency is seeking a customer-focused Life/Health insurance specialist to join our team.
 In this role, you will work closely with customers to understand their needs and guide them through coverage options that provide long-term financial security and peace of mind. This position is ideal for someone who enjoys consultative conversations, building lasting relationships, and making a meaningful impact through protection planning.
 Key Responsibilities:
  • Educate customers on life and health insurance products.
  • Conduct needs-based conversations to identify coverage gaps and recommend appropriate protection strategies.
  • Build and maintain strong relationships with new and existing customers through regular follow-up
  • Support customers through the application and underwriting process, ensuring a smooth and positive experience
  • Collaborate with the team to identify cross-sell opportunities within the existing book of business
  • Maintain accurate documentation and stay compliant with insurance and financial regulations
Preferred Qualifications:
  • Active Life & Health license (must be able to obtain, current licensees preferred)
  • Experience in life and/or health insurance sales or financial services
  • Strong communication and relationship-building skills
  • Ability to explain complex coverage options in a clear and relatable way
  • Self-motivated, goal-oriented, and comfortable in a sales-driven environment
  • Professional and trustworthy demeanor with a genuine desire to help others

CLH Insurance Agency

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