Address
Salary$75,000 - $95,000
Responsibilities:- 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
- 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
- Assist current policyholders during the insurance claims process while overseeing existing insurance claims
- 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
- Manage electronic and paper records and ensure all contracting paperwork is kept current
- 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 maintaining existing clients, including booking appointments, inquiry responses, insurance eligibility, and questions concerning billing and insurance policies
- Grow new business by generating a prospective client base via networking, asking for referrals, and other marketing strategies
- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance portfolios to ensure mutual satisfaction
- Attend training and obtain relevant licenses in a timely manner
- Skilled with Microsoft Office
- Current Life & Health insurance license is greatly valued
- Possesses outstanding interpersonal and communication skills
- Must have graduated high school or received GED, a Bachelor’s degree is desired
- Prior health insurance or Life Insurance experience a bonus
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies such as Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2022. For over 77 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for Life Insurance sales performance in the insurance and financial services industry.
A promise to work with you to build a strong financial future for both you and your clients.
