Job Description

We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help 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 client’s lives excites you, start your application today. Responsibilities:

• Assist current policyholders during the insurance claims process while overseeing existing insurance claims
• 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
• 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
• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
• Cultivating relationships, with a view to helping every family member or individual pursue financial security

Qualifications:

• Client service experience as a sales representative a plus
• Familiarity with the Microsoft Office suite
• Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
• Prior health insurance or life insurance experience a bonus
• Possesses outstanding interpersonal and communication skills
• Sales experience preferred – enterprising mindset, no mile too far
• Desire to help families and businesses to “Be Good At Life.”
• Bilingual Language preferred, Spanish, Chinese, Vietnamese, Korean, Portuguese, etc.

About Company: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud of our financial strength. • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer.

• Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For

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