Life Insurance Sales Agent

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

Posted 1 year ago

Description

We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help 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 clients’ lives excites you, start your application today.

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
Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
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
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

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

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.