Job Description

We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on our client’s lives excites you, start your application today. Responsibilities:

• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• 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
• Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping

Qualifications:

• High school diploma or equivalent required; Bachelor’s degree preferred
• Excellent verbal and written communication skills required
• Background in the health insurance or life insurance industries preferred
• Candidates with an active Life & Health insurance license are strongly preferred
• Familiarity with the Microsoft Office suite

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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