Life and Health Insurance Sales Agent

Posted 5 days ago

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

• Meeting and contacting new potential clients to discuss financial concerns and needs
• Conducting information-gathering meetings with clients
• Analyzing client needs and presenting potential solutions
• Providing ongoing service to clients
• Developing and implementing personal business and marketing plans
• On-going development of professional skills and knowledge
• Assist current policyholders during the insurance claims process while overseeing existing insurance claims
• Manage electronic and paper records and ensure all contracting paperwork is kept current
• Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
• Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
• 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

Qualifications

• Skilled with Microsoft Office
• Candidates with an active Life & Health insurance license are strongly preferred
• Excellent verbal and written communication skills required
• Background in the health insurance or life insurance industries preferred
• Must have graduated high school or received GED; a Bachelor’s degree is desired

Compensation: $84,000 at plan yearly + benefits

About New York Life - Melville

New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.