- Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
- 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
- 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
- Manage electronic and paper records and ensure all contracting paperwork is kept current
- 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
- Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
- Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
- Remain updated about insurance industry changes that may affect customers in your portfolio
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
- Providing compassion and guidance to clients when unfortunate life circumstances arise
- Skilled with Microsoft Office
- High school diploma or equivalent required; Bachelor’s degree preferred
- Prior health insurance or life insurance experience a bonus
- Strong interpersonal and communication skills are a must
- Active Life & Health insurance license is a strong bonus
- Job seekers must already have or be willing to get an insurance license
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
- Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
- Sales experience preferred – entrepreneurial mindset, no mile too far
- Desire to help families and businesses to “Be Good At Life”
- Strong business acumen
- Professional business demeanor
- Perseverance in the face of a challenge
- Ability to engage your community and leverage personal networks/contacts
We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).
Our extensive, agent-focused resources include:
· The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales
· Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
· Substantial benefits, including a defined benefit pension plan and 401k
