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Life And Health Insurance Agent

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New York Life-Irvine

2024-09-20 11:43:35

Job location Mission Viejo, California, United States

Job type: fulltime

Job industry: Insurance & Superannuation

Job 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: • 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 • Manage electronic and paper records and ensure all contracting paperwork is kept current • 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 • Process current policyholders' insurance claims while monitoring the status of existing insurance claims • Determine new customers' insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible Qualifications: • Excellent verbal and written communication skills required • Candidates must have a high school diploma or GED; a Bachelor's degree is a plus • Familiarity with the Microsoft Office suite • Candidates with an active Life & Health insurance license are strongly preferred • Background in the health insurance or life insurance industries preferred About Company: At New York Life-Irvine, we strive to be the best every day, the same as you. Here are just a few of our recent recognitionsRanked on the Fortune 500 list, Fortune magazine, 2024Fortune magazine's list of World's Most Admired Companies in 2020, Fortune 100 Most Admired company in Insurance and financial services 2021 Take the first step to your future success. Apply Today!

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