Job Description

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now! Responsibilities:

• Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
• Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
• Manage electronic and paper records and ensure all contracting paperwork is kept current
• Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience

Qualifications:

• Current Life & Health insurance license is greatly valued
• Possesses outstanding interpersonal and communication skills
• Skilled with Microsoft Office
• Previous customer service or experience as a sales representative preferred
• Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus

About Company: Devotion to its policy owners has led New York Life to over 176 years of industry success. Some of our accolades include: A promise to work with you to build a strong financial future for both you and your clients#72 on Fortune 100 in 2021Highest possible financial strength ratings currently awarded to any life insurer: Standard Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19

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