Life And Health Insurance Agent Job at New York Life-Irvine, Mission Viejo, CA

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  • New York Life-Irvine
  • Mission Viejo, CA

Job Description

Job Description

Job Description

We are looking for a life insurance agent with 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, start your application today. Compensation:

$80,000 - Level entry

Responsibilities:
  • 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
  • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
  • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
  • Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
  • Assist current policyholders during the insurance claims process while overseeing existing insurance claims
Qualifications:
  • Familiarity with the Microsoft Office suite
  • Prior health insurance or life insurance experience a bonus
  • High school diploma or equivalent required; Bachelor’s degree preferred
  • Possesses outstanding interpersonal and communication skills
  • Active Life & Health insurance license is a strong bonus
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, 2024
  • Fortune magazine’s list of World’s Most Admired Companies in 2020, Fortune 100 Most Admired company in Insurance and financial services 2021

Take the first step to your future success.

Apply Today!

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