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 clients’ lives every day. If this sounds like a job you’d love, apply now! Responsibilities:

• Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
• Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
• Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
• Manage electronic and paper records and ensure all contracting paperwork is kept current

Qualifications:

• Previous health insurance or life insurance experience a plus
• Active Life & Health insurance license is a strong bonus
• Must have graduated high school or received GED, a Bachelor’s degree is desired
• Proficiency with Microsoft Office products
• Customer service or experience as a sales representative are highly valued

About Company: About New York Life - Orlando We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)1. For over 60 years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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