Financial Services Professional
New York Life
Murrieta, CA US
Posted ago
New York Life

We are looking for a life insurance agent with an entrepreneurial spirit and amazing customer service skills to join our fast-growing insurance agency and help our 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 our client’s lives excites you, we’d love to get in touch.

Responsibilities

  • Manage electronic and paper records and ensure all contracting paperwork is kept current
  • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
  • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
  • Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
  • Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies

Qualifications

  • Skilled with Microsoft Office
  • Candidates with an active Life & Health insurance license are strongly preferred
  • Prior health insurance or life insurance experience a bonus
  • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
  • Possesses outstanding interpersonal and communication skills

Compensation
$75,000 - $95,000
About New York Life

At the heart of New York Life is a commitment to be there for our customers when they need us; whether today or decades into the future. We have delivered on that promise for 175 years by investing wisely, growing a portfolio of strategic businesses, and remaining true to our mission as a mutual company, accountable only to our customers, not to outside investors. For our customers, that means having the confidence that comes with knowing they can build a better future for themselves and those they love.

We’re looking for decision-makers.

When you choose a career with New York Life, you'll help improve lives and build communities. You'll also deepen your professional knowledge, receive quality training, and may be eligible for a retirement plan and a competitive benefits package.

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