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Life Insurance Agent

New York Life - Manuel Hernandez

Life Insurance Agent

Murrieta, CA
Full Time
Paid
  • Responsibilities

    We are looking for a life insurance agent with an entrepreneurial spirit and 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, we’d love to get in touch. 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 • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible • 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 • 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 Qualifications: • Skilled with Microsoft Office • Candidates with an active Life and Health insurance license are strongly preferred • Prior health insurance or life insurance experience a bonus • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus • Possesses outstanding interpersonal and communication skills Compensation: $75,000 - $95,000

    • 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 • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible • 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 • 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