Job Description

We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on our client’s lives excites you, start your application today. Responsibilities:

• Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
• 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
• Assist current policyholders during the insurance claims process while overseeing existing insurance claims
• Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date

Qualifications:

• Previous customer service or experience as a sales representative preferred
• Previous health insurance or life insurance experience a plus
• Familiarity with the Microsoft Office suite
• Must have graduated high school or received GED, a Bachelor’s degree is desired
• Current Life & Health insurance license is greatly valued

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#78 on Fortune 100 in 2024Highest 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 9/12/24

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