What are the responsibilities and job description for the Life Insurance Sales Agent position at New York Life, Coelho Group -- Bridgewater?
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.
Compensation:$60,000 - $150,000
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
About Company
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.
Salary : $60,000 - $150,000