Job Description

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You'll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients' lives every day. If this sounds like a job you'd love, apply now!
Responsibilities:

• 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
• Process current policyholders' insurance claims while monitoring the status of existing insurance claims
• Manage electronic and paper records and ensure all contracting paperwork is kept current
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business

Qualifications:

• Candidates with an active Life & Health insurance license are strongly preferred
• Previous health insurance or life insurance experience a plus
• Possesses outstanding interpersonal and communication skills
• Skilled with Microsoft Office
• High school diploma or equivalent required; Bachelor's degree preferred

About Company:
New York Life - Company Overview:
A Legacy of Stability & TrustFounded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it's owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list--currently at No. 69.
Unwavering Financial StrengthNew York Life has received the highest possible financial strength ratings from all major credit agencies:
A.M. Best: A++Fitch Ratings: AAAMoody's: Aaa (or Aa1 in some recent updates)Standard & Poor's: AA+ ?These affirmations highlight the company's exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.

Skills Required