What are the responsibilities and job description for the Life and Health Insurance Sales Agent position at New York Life?
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
- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- Process current policyholders' insurance claims while monitoring the status of existing insurance claims
- 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
- 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
- Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
Qualifications
