Job Description
$55,000 - $92,000 at plan yearly
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
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- 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
- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- Active Life & Health insurance license is a strong bonus
- Must have graduated high school or received GED, a Bachelor’s degree is desired
- Possesses outstanding interpersonal and communication skills
- Client service experience as a sales representative a plus
- Skilled with Microsoft Office
Devotion to its policy owners has led New York Life to over 176 years of industry success. Some of our accolades include:
- A promise to work with you to build a strong financial future for both you and your clients
- #72 on Fortune 100 in 2021
- Highest possible financial strength ratings currently awarded to any life insurer: Standard Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19
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