Insurance Agent
3 weeks ago
$100,000 yearly
Responsibilities:- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
- Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
- Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
- Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
- Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
- Job seekers must have an insurance license
- Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
- Basic computer skills with proficiency with Microsoft Office suite is necessary
- Experience with accounting and or sales lead software is a plus
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
We’re proud of our financial strength.
• A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s)
We’re proud of the training we offer.
• Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity.
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For
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