Licensed Life Insurance Agent Job at NYL - Irvine, Mission Viejo, CA

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  • NYL - Irvine
  • Mission Viejo, CA

Job Description

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 now! Responsibilities:

  • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
  • 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
  • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
  • 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
  • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
Qualifications:
  • High school diploma or equivalent required; Bachelor’s degree preferred
  • Previous customer service or experience as a sales representative preferred
  • Possesses outstanding interpersonal and communication skills
  • Previous health insurance or life insurance experience a plus
  • Proficiency with Microsoft Office products
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 #71 on the Fortune 500 list, Fortune magazine, 2024Fortune magazine’s list of World’s Most Admired Companies in 2024, Fortune 100 Most Admired company in Insurance and financial services 2021, Money's Best Whole Life Insurance Company 2024Take the first step to your future success. Apply Today!

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