What are the responsibilities and job description for the Insurance Agent position at New York Life?
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us
Compensation:
$65,000 - $85,000 at plan per year
Responsibilities:
- Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- 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
- 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 claim
Qualifications:
- High school diploma or equivalent required; Bachelor’s degree preferred
- Candidates with an active Life & Health insurance license are strongly preferred
- Previous customer service or experience as a sales representative preferred
- Possesses outstanding interpersonal and communication skills
- Familiarity with the Microsoft Office suite
About Company
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by 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 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Job Type: Full-time
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Work from home
Schedule:
- Monday to Friday
- Weekend availability
Work Location:
- One location
Work Remotely:
- No
Work Location: One location