- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- 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
- Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
- 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
- Process current policyholders' insurance claims while monitoring the status of existing insurance claims
- Ability to understand the needs and financial concerns of clients
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
- Promote customized ways for clients to achieve their long-term financial goals
- Cultivating relationships, with a view to helping every family member or individual pursue financial security
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
- Providing compassion and guidance to clients when unfortunate life circumstances arise
- Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time Qualifications:
- Previous customer service or experience as a sales representative preferred
- Skilled with Microsoft Office
- Active Life & Health insurance license is a strong bonus
- Prior health insurance or life insurance experience a bonus
- Strong interpersonal and communication skills are a must
What we're looking for You just bring a strong desire to help others, and proficiency in the following areas: - Listening with empathy
- Building relationships
- Connecting emotionally
- Simplifying complex topics
- Educating and leading
- Ability to understand the needs and financial concerns of clients
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
- Promote customized ways for clients to achieve their long-term financial goals
- Cultivating relationships, with a view to helping every family member or individual pursue financial security
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
- Providing compassion and guidance to clients when unfortunate life circumstances arise
- Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time
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Life Health Insurance Sales Agent - Schaumburg, United States - New York Life Insurance Company
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.
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:
Exercising discipline Compensation:
$50,000 - $70,000 yearly