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Insurance Sales Representative

1 month ago

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

We are seeking a skilled Life Insurance Agent to join our team at New York Life-Irvine. As a key member of our sales team, you will be responsible for developing and maintaining relationships with clients, identifying their insurance needs, and providing tailored solutions to meet those needs.

Key Responsibilities:
  • Aid policyholders with the insurance claims process, ensuring timely and efficient resolution of claims.
  • Expand our customer base through effective marketing strategies, including networking, referrals, and cold calling.
  • Manage contracting paperwork, maintain databases, and ensure accurate bookkeeping.
  • Provide exceptional customer service, responding to inquiries, and resolving issues in a timely and professional manner.
  • Determine new customers' insurance needs, desires, and financial standing through booked consultations.
Requirements:
  • Strong interpersonal and communication skills.
  • Current Life & Health insurance license.
  • Background in the health insurance or life insurance industries preferred.
  • Proficiency in Microsoft Office.
  • Customer service or sales experience highly valued.