Job description
$55,000 - $92,000
Responsibilities:- 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
- 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
- Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
- Previous customer service or experience as a sales representative preferred
- Skilled with Microsoft Office
- Active Life & Health insurance license is a strong bonus
- Possesses outstanding interpersonal and communication skills
- Previous health insurance or life insurance experience a plus
Devotion to its policy owners has led New York Life to over 176 years of industry success. Some of our accolades include:
A promise to work with you to build a strong financial future for both you and your clients- #72 on Fortune 100 in 2021
- Highest possible financial strength ratings currently awarded to any life insurer: Standard Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19
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