Job Description
$100,000 - $150,000 yearly
Responsibilities:- Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
- 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
- Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
- Cultivating relationships, with a view to helping every family member or individual pursue financial security
- Excellent verbal and written communication skills required
- Prior Health Insurance or life insurance experience a bonus
- High school diploma or equivalent required; Bachelor’s degree preferred
- Proficiency with Microsoft Office products
- Candidates with an active Life & Health insurance license are strongly preferred
- Sales experience preferred – enterprising mindset, no mile too far
- Desire to help families and businesses to “Be Good At Life.”
- Bilingual Language preferred, Spanish, Chinese, Vietnamese, Korean, Portuguese, etc.
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
We’re proud of our financial strength.
• A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s)
We’re proud of the training we offer.
• Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For