Life Insurance Sales Representative

3 weeks ago


Mission Viejo, California, United States New York Life-Irvine Full time
Insurance Agent Career Opportunity

New York Life-Irvine is seeking a dedicated and compassionate Insurance Agent to join our team. As a key member of our team, you will be responsible for onboarding new clients, expanding our customer base, and providing exceptional customer service.

Responsibilities:
  • Client Onboarding: Welcome new clients, schedule appointments, and respond to inquiries regarding billing, coverage, eligibility, and insurance policies.
  • Customer Service: Manage electronic and paper records, ensure contracting paperwork is up-to-date, and provide timely responses to client inquiries.
  • Business Development: Expand our customer base through networking, referrals, cold calling, and marketing strategies.
  • Claims Processing: Process insurance claims, monitor claim status, and ensure timely resolution.
  • Client Consultations: Conduct consultations to determine clients' insurance needs, desires, risk, prior coverage, and financial standing.
Qualifications:
  • Communication Skills: Excellent verbal and written communication skills required.
  • Education: High school diploma or GED; a Bachelor's degree is a plus.
  • Technical Skills: Familiarity with the Microsoft Office suite.
  • Insurance License: Active Life & Health insurance license strongly preferred.
  • Industry Experience: Background in the health insurance or life insurance industries preferred.


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