Insurance Agent

4 days ago


NC United States New York Life - Matthews Full time
About the Role

We are seeking a highly motivated and results-driven Insurance Agent to join our team at New York Life - Matthews. As an Insurance Agent, you will be responsible for growing new business, aiding policyholders with insurance claims, and providing exceptional customer service to our clients.

Key Responsibilities
  • Generate a prospective customer base and advertise our insurance products through networking, referrals, cold calling, and other marketing strategies.
  • Supervise the progress of current insurance claims and provide support to policyholders.
  • Onboard incoming clients and retain existing ones through various customer service tasks, such as appointment booking and responding to inquiries.
  • Maintain databases, records, and bookkeeping to ensure all paperwork is up to date.
  • Evaluate new customers' insurance needs, risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience.
  • Network within the community and participate in local events.
Requirements
  • Proficiency in Microsoft Office products.
  • High school diploma or GED; a Bachelor's degree is a plus.
  • Client service experience as a sales representative is a plus.
  • Prior health insurance or life insurance experience is a bonus.
  • Strong interpersonal and communication skills are essential.
About New York Life - Matthews

New York Life - Matthews 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 long-term success for our clients.

New York Life - Matthews is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation.



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