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Insurance Customer Service Representative

2 months ago

Coram, New York, United States NYL - Melville Full time

Job Summary

We are seeking a highly skilled Life Insurance Agent to join our team at NYL - Melville. As a Life Insurance Agent, you will play a critical role in helping our clients achieve their financial goals by providing exceptional customer service and insurance solutions.

Key Responsibilities

  • Provide personalized customer service to new and existing clients, including onboarding, policy management, and claims processing.
  • Assist policyholders with insurance claims, ensuring timely and efficient resolution.
  • Identify new business opportunities by analyzing client needs, risk, and financial situations.
  • Develop and maintain databases, records, and bookkeeping to ensure accurate and up-to-date information.
  • Build and maintain a network of prospective clients through referrals, cold calling, and other marketing strategies.

Requirements

  • Must reside in the New York metropolitan area.
  • Candidates with an active Life & Health insurance license are strongly preferred.
  • Background in the health insurance or life insurance industries is a plus.
  • Excellent verbal and written communication skills are required.
  • Proficiency in Microsoft Office is necessary.
  • A high school diploma or GED is required; a Bachelor's degree is a plus.