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Form of workJob 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.Compensation:
$84,000 + Benefits
Responsibilities:- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- 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
- Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
- Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
- 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
- Meeting and contacting new potential clients to discuss financial concerns and needs
- Conducting information-gathering meetings with clients
- Analyzing client needs and presenting potential solutions
- Providing ongoing service to clients
- Developing and implementing personal business and marketing plans
- On-going development of professional skills and knowledge
- Background in the health insurance or Life Insurance industries preferred
- Familiarity with the Microsoft Office suite
- Candidates with an active Life & Health insurance license are strongly preferred
- Previous customer service or experience as a sales representative preferred
- Excellent verbal and written communication skills required
New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers Life Insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
