Job Description
Job Description
We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help 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 clients’ lives excites you, start your application today.
Compensation :
$75,000 - $95,000 yearly
Responsibilities :
- 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
- 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
- Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
- 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
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance portfolios to ensure mutual satisfaction
- Attend training and obtain relevant licenses in a timely manner
Qualifications :
Customer service or experience as a sales representative are highly valuedPossesses outstanding interpersonal and communication skillsCandidates with an active Life & Health insurance license are strongly preferredHigh school diploma or equivalent required; Bachelor’s degree preferredSkilled with Microsoft OfficeHighly self-motivated and self-disciplined with the ability to work effectively and independentlyOutgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help othersAbout Company
We are among the strongest and most respected financial companies in America today, ranking #69 on the 2025 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA). Source : Independent Third Party Ratings Reports as of 8 / 19 / 2025. For over 80 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
A promise to work with you to build a strong financial future for both you and your clients.