Life Insurance Sales Agent
New York Life Charlotte General Office - charlotte, NC
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Description Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You'll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients' lives every day. If this sounds like a job you'd love, apply now! Responsibilities •Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date •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 •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 claims •Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies Qualifications •Possesses outstanding interpersonal and communication skills •Must have graduated high school or received GED, a Bachelor's degree is desired •Familiarity with the Microsoft Office suite •Previous health insurance or life insurance experience a plus •Previous customer service or experience as a sales representative preferred
Created: 2024-10-14