Life Insurance Agent

• Manage electronic and paper records and ensure all contracting paperwork is kept current
• 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
• Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
• Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
• Aid policyholders with the insurance claims process while supervising the progress of current insurance claims

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

New York Life