Life Insurance Agent
New York Life Insurance - Silicon Valley • San Jose, CA, US
Posted 55 minutes ago
- Assist current policyholders during the insurance claims process while overseeing existing insurance claims
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- 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
- 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
- Strong interpersonal and communication skills are a must
- Current Life & Health insurance license is greatly valued
- Previous customer service or experience as a sales representative preferred
- Prior health insurance or life insurance experience a bonus
- Must have graduated high school or received GED, a Bachelor’s degree is desired
Compensation
85000
About New York Life
New York Life is a Fortune 100 company[5] with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors[6]. We are focused on the long-term success for our clients.
Awards
- 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized.
- Training Magazine 2021: Top Companies for Learning and Development
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation
SMRU#1943477 Exp 09/31/2022
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