Life And Health Insurance Sales Agent
New York Life Insurance Company
Location
Schaumburg, IL | United States
Job 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:
- Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
- 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
- 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
- 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
- Ability to understand the needs and financial concerns of clients
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
- Promote customized ways for clients to achieve their long-term financial goals
- Cultivating relationships, with a view to helping every family member or individual pursue financial security
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
- Providing compassion and guidance to clients when unfortunate life circumstances arise
- Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time
Qualifications:
- Previous customer service or experience as a sales representative preferred
- Background in the health insurance or life insurance industries preferred
- Excellent verbal and written communication skills required
- Skilled with Microsoft Office
- Current Life & Health insurance license is greatly valued
About Company:
New York Life has been helping generations of Americans attain their financial goals through our nationwide agent force for more than 175 years. Our agents’ abilities are advanced through our award-winning training, product offerings, agent support, opportunity for advancement, personal and professional growth, and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paves the way for success with tested processes, and is actively immersed with you in achieving your desired career objectives.
Build relationships with clients and help them achieve their financial goals while building a great career for yourselves in the process.
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