Life Insurance Agent

New York Life DFW

Life Insurance Agent

Fort Worth, TX
Paid
  • Responsibilities

    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: • 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 • Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies • Assist current policyholders during the insurance claims process while overseeing existing insurance claims • 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 • 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 • Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry responses, insurance eligibility, and questions concerning billing and insurance policies • Grow new business by generating a prospective client base via networking, asking for referrals, and other marketing strategies • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance portfolios to ensure mutual satisfaction • Attend training and obtain relevant licenses in a timely manner Qualifications: • Skilled with Microsoft Office • Current Life & Health insurance license is greatly valued • Possesses outstanding interpersonal and communication skills • Must have graduated high school or received GED, a Bachelor’s degree is desired • Prior health insurance or life insurance experience a bonus • Highly self-motivated and self-disciplined with the ability to work effectively and independently • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others Compensation: $75,000 - $95,000

    • 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 • Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry responses, insurance eligibility, and questions concerning billing and insurance policies • Grow new business by generating a prospective client base via networking, asking for referrals, and other marketing strategies • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance portfolios to ensure mutual satisfaction • Attend training and obtain relevant licenses in a timely manner