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Life Insurance Sales Agent

4 months ago

Mission Viejo, United States New York Life-Irvine Full time

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now Responsibilities: • 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 • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • Assist current policyholders during the insurance claims process while overseeing existing insurance claims • 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 • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible Qualifications: • Background in the health insurance or life insurance industries preferred • Excellent verbal and written communication skills required • Customer service or experience as a sales representative are highly valued • Current Life & Health insurance license is greatly valued • Familiarity with the Microsoft Office suite Compensation: $80,000 - Level entry

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