Life Insurance Agent

New York Life, Coelho Group — Bridgewater • Bridgewater, MA, US

Posted 1 year ago

Description

Our rapidly-expanding insurance agency is looking for a full-time life insurance agent to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today!

Responsibilities

Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
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
Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
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

Qualifications

Excellent verbal and written communication skills required
Prior health insurance or life insurance experience a bonus
Current Life & Health insurance license is greatly valued
Familiarity with the Microsoft Office suite
High school diploma or equivalent required; Bachelor’s degree preferred

Compensation

$60,000 - $150,000/year

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.