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Life Insurance Agent

Life Insurance Agent

New York Life Charlotte General OfficeCharlotte, NC, US
13 days ago
Job type
  • Full-time
Job description

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

  • 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
  • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
  • Determine new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
  • 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
  • Aid policyholders with the insurance claims process while supervising the progress of current insurance claims

Qualifications

  • Previous customer service or experience as a sales representative preferred
  • Background in the health insurance or life insurance industries preferred
  • Excellent verbal and written communication skills required
  • Must have graduated high school or received GED, a Bachelor's degree is desired
  • Proficiency with Microsoft Office products
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