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:

• 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
• Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
• 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
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date

Qualifications:

• Previous health insurance or life insurance experience a plus
• High school diploma or equivalent required; Bachelor’s degree preferred
• Skilled with Microsoft Office
• Active Life & Health insurance license is a strong bonus
• Excellent verbal and written communication skills required

About Company: As a mutual company, New York Life is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1855, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

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