Life and Health Insurance Sales Agent

Posted 2 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

1. Meeting and contacting new potential clients to discuss financial concerns and needs
2. Conducting information-gathering meetings with clients
3. Analyzing client needs and presenting potential solutions
4. Providing ongoing service to clients
5. Developing and implementing personal business and marketing plans
6. On-going development of professional skills and knowledge
7. Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
8. Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
9. 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
10. Expand our prospective customer base and market our insurance products via networking, referrals, cold calling, and various marketing strategies to bring in new business
11. Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping

Qualifications

1. Customer service or experience as a sales representative are highly valued
2. Active Life & Health insurance license is a strong bonus
3. Must have graduated high school or received GED, a Bachelor’s degree is desired
4. Background in the health insurance or life insurance industries preferred
5. Proficiency with Microsoft Office products

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.