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Insurance Business Development Specialist
2 months ago
Job Summary
New York Life is seeking a highly motivated and detail-oriented Insurance Agent to join our team. As an Insurance Agent, you will be responsible for selling insurance policies to new and existing clients, building strong relationships, and driving business growth.
Key Responsibilities
- Client Acquisition: Conduct meetings with new and potential clients to understand their insurance needs and present tailored solutions.
- Account Management: Ensure accurate records of client interactions, sales reports, and bookkeeping to track progress and communicate with clients.
- Industry Knowledge: Stay up-to-date on industry changes and developments that may impact clients.
- Risk Management: Develop and implement risk management strategies to meet clients' individual needs.
- Business Development: Utilize various marketing strategies to grow your portfolio of policyholders.
Requirements
- Technical Skills: Proficiency in accounting or sales-related software, Microsoft Office programs, and ability to learn new systems.
- Soft Skills: Excellent analytical, interpersonal, and communication skills, with a strong customer service focus.
- Professional Development: Willingness to learn about the insurance industry, insurance programs, and state and federal regulations.
What We Offer
New York Life offers a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.