Life Insurance Sales Agent
New York Life, Coelho Group — Bridgewater•Bridgewater, MA, US
Posted ago
Description
We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business. If the thought of coming to work every day and making a positive impact on our client’s lives excites you, start your application today.
Responsibilities
  • 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
  • Assist current policyholders during the insurance claims process while overseeing existing insurance claims
  • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
  • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
  • 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
Qualifications
  • Background in the health insurance or life insurance industries preferred
  • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
  • Previous customer service or experience as a sales representative preferred
  • Excellent verbal and written communication skills required
  • Current Life & Health insurance license is greatly valued
Compensation
$60,000 - $150,000
About New York Life, Coelho Group — Bridgewater

Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)1. For 68 Consecutive years, we have led the Million Dollar Round Table2, with more members than any other financial institution in the world.

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