Life And Health Insurance Agent
New York Life - Robert Rice • New Windsor, NY, US
Posted 1 year ago
Description
Responsibilities
- Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
- 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
- Manage electronic and paper records and ensure all contracting paperwork is kept current
- 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
Qualifications
- Skilled with Microsoft Office
- Prior health insurance or life insurance experience a bonus
- Client service experience as a sales representative a plus
- Strong interpersonal and communication skills are a must
- Candidates with an active Life & Health insurance license are strongly preferred
Compensation
$117,000 - $117,000/year
About New York Life - Robert Rice
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. With over 170 years of industry success. Some of our accolades include:
- A promise to work with you to build a strong financial future for both you and your clients
- #69 on Fortune 100 in 2020
- A leading company with many agents qualifying for MDRT2 year after year
- Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)
Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
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