Description

Responsibilities

• 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
• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
• Manage electronic and paper records and ensure all contracting paperwork is kept current
• Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
• 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

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

Compensation

$67,000 - $100,000/year

About New York Life - Kansas City