Job Description

Description

We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses toward the financial strategy that is right for them. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by their customers its first priority.

Responsibilities

•Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
•Identify new client insurance needs, insurance risks, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
•Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
•Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
•Process current policyholders' insurance claims while monitoring the status of existing insurance claim

Qualifications

•High school diploma or equivalent required; Bachelor's degree preferred
•Candidates with an active Life and Health insurance license are strongly preferred
•Previous customer service or experience as a sales representative preferred
•Possesses outstanding interpersonal and communication skills
•Familiarity with the Microsoft Office suite NYL - John Kelly

Job Tags

Similar Jobs