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Life And Health Insurance Agent

4 months ago

Mission Viejo, United States New York Life-Irvine Full time
Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply nowCompensation:

$80,000 - Level entry

Responsibilities:
  • Manage electronic and paper records and ensure all contracting paperwork is kept current
  • Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
  • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
  • Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
  • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
Qualifications:
  • Familiarity with the Microsoft Office suite
  • Customer service or experience as a sales representative are highly valued
  • Excellent verbal and written communication skills required
  • Background in the health insurance or life insurance industries preferred
  • Current Life & Health insurance license is greatly valued
About Company
  • At New York Life-Irvine, we strive to be the best every day, the same as you. Here are just a few of our recent recognitions
  • Ranked #67 on the Fortune 500 list, Fortune magazine, 2020
  • Fortune magazine’s list of World’s Most Admired Companies in 2020, Fortune 100 Must admired company in Insurance and financial services 2021


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