Job Description

Description

Our rapidly-expanding insurance agency is looking for a full-time life insurance agent to join our team! You'll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We'll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we'd love to hear from you. Apply today!

Responsibilities

•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
•Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
•Manage electronic and paper records and ensure all contracting paperwork is kept current
•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

Qualifications

•Skilled with Microsoft Office
•Client service experience as a sales representative a plus
•Excellent verbal and written communication skills required
•High school diploma or equivalent required; Bachelor's degree preferred
•Previous health insurance or life insurance experience a plus New York Life Charlotte General Office

Job Tags

Full time, Work at office,

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