Job description
$90,000+ at plan comission
Responsibilities:- 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
- Manage electronic and paper records and ensure all contracting paperwork is kept current
- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- 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
- Strong interpersonal and communication skills are a must
- Proficiency with Microsoft Office products
- High school diploma or equivalent required; Bachelor’s degree preferred
- Current Life & Health insurance license is greatly valued
- Client service experience as a sales representative a plus
Devotion to its policy owners has led New York Life to over 170 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
- #69 on Fortune 100 in 2018
- Most MDRT (2) members in any United States Mutual company 2018
- 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 7/30/18
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