Job Description
$54,000
Responsibilities:- Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
- Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
- Client service experience as a sales representative a plus
- Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
- Proficiency with Microsoft Office products
- Active Life & Health insurance license is a strong bonus
- Previous health insurance or Life Insurance experience a plus
New York Life recruits and hires thousands of new agents every year, many of which are established professionals seeking a more rewarding career.
Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with unlimited income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path.
The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, family, and business planning.