Life Insurance Agent
New York Life Charlotte General Office, Charlotte, North Carolina, United States, 28245
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
Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, responding to inquiries, ensuring insurance eligibility, and handling claim submission questions concerning billing and insurance policies.
Process current policyholders’ insurance claims while monitoring the status of existing insurance claims.
Grow new business by generating a prospective customer base and advertising our insurance products via networking, asking for referrals, cold calling, and other marketing strategies.
Manage electronic and paper records and ensure all contracting paperwork is kept current.
Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience.
Qualifications
Prior health insurance or life insurance experience a bonus.
Skilled with Microsoft Office.
Current Life & Health insurance license is greatly valued.
Client service experience as a sales representative a plus.
Must have graduated high school or received GED; a Bachelor’s degree is desired.
Compensation $75,000 - $119,000 per year
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Responsibilities
Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, responding to inquiries, ensuring insurance eligibility, and handling claim submission questions concerning billing and insurance policies.
Process current policyholders’ insurance claims while monitoring the status of existing insurance claims.
Grow new business by generating a prospective customer base and advertising our insurance products via networking, asking for referrals, cold calling, and other marketing strategies.
Manage electronic and paper records and ensure all contracting paperwork is kept current.
Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience.
Qualifications
Prior health insurance or life insurance experience a bonus.
Skilled with Microsoft Office.
Current Life & Health insurance license is greatly valued.
Client service experience as a sales representative a plus.
Must have graduated high school or received GED; a Bachelor’s degree is desired.
Compensation $75,000 - $119,000 per year
#J-18808-Ljbffr