Life Insurance Agent Job at NYL - Irvine, Santa Ana, CA

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  • NYL - Irvine
  • Santa Ana, CA

Job 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:

  • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
  • 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
Qualifications:
  • Candidates with an active Life & Health insurance license are strongly preferred
  • Strong interpersonal and communication skills are a must
  • High school diploma or equivalent required; Bachelor’s degree preferred
  • Previous health insurance or life insurance experience a plus
  • Proficiency with Microsoft Office products
About Company: At New York Life-Irvine, we strive to be the best every day, the same as you. Here are just a few of our recent recognitions: Ranked #71 on the Fortune 500 list, Fortune magazine, 2024Fortune magazine’s list of World’s Most Admired Companies in 2024, Fortune 100 Most Admired company in Insurance and financial services 2021, Money's Best Whole Life Insurance Company 2024Take the first step to your future success. Apply Today!

Job Tags

Full time, Work at office,

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