Job Description
$100,000 - $150,000 yearly
Responsibilities:- Manage electronic and paper records and ensure all contracting paperwork is kept current
- 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
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- Cultivating relationships, with a view to helping every family member or individual pursue financial security
- Candidates with an active Life & Health insurance license are strongly preferred
- Possesses outstanding interpersonal and communication skills
- Proficiency with Microsoft Office products
- Customer service or experience as a sales representative are highly valued
- Background in the health insurance or life insurance industries preferred
- Sales experience preferred – enterprising mindset, no mile too far
- Desire to help families and businesses to “Be Good At Life.”
- Bilingual Language preferred, Spanish, Chinese, Vietnamese, Korean, Portuguese, etc.
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.
We’re proud of our financial strength.
• A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s)
We’re proud of the training we offer.
- Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity.
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America’s Best Employers for Diversity
- Latino Leaders 2022 Best Companies for Latinos to Work For
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