Life Insurance Agent

New York Life Charlotte General Office

Life Insurance Agent

Charlotte, NC
Paid
  • Responsibilities

    We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our 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 our client’s lives excites you, start your application today. Responsibilities: • 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 • Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims • Manage electronic and paper records and ensure all contracting paperwork is kept current • 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 Qualifications: • Active Life & Health insurance license is a strong bonus • Previous customer service or experience as a sales representative preferred • Previous health insurance or life insurance experience a plus • Excellent verbal and written communication skills required • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus Compensation: $75,000 - $119,000 Projected Income at Plan