Life Insurance Sales Agent
New York Life
Description Our rapidly-expanding insurance agency is looking for a full-time life insurance agent to join our team! You'll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We'll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we'd love to hear from you. Apply today! Responsibilities • 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
• 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
• Manage electronic and paper records and ensure all contracting paperwork is kept current
• 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
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Aid policyholders with the insurance claims process while supervising the progress of current insurance claims Qualifications • 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
• Client service experience as a sales representative a plus
• Active Life & Health insurance license is a strong bonus
• Excellent verbal and written communication skills required
• Background in the health insurance or life insurance industries preferred
• Familiarity with the Microsoft Office suite
• Attend training and obtain relevant licenses in a timely manner
• 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
• Manage electronic and paper records and ensure all contracting paperwork is kept current
• 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
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Aid policyholders with the insurance claims process while supervising the progress of current insurance claims Qualifications • 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
• Client service experience as a sales representative a plus
• Active Life & Health insurance license is a strong bonus
• Excellent verbal and written communication skills required
• Background in the health insurance or life insurance industries preferred
• Familiarity with the Microsoft Office suite
Vacancy posted 4 days ago
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