Quick Overview
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 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 the lives of the clients we serve excites you, start your application today.
Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
Aid policyholders with the insurance claims process while supervising the progress of current 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
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
Sales experience preferred – business mindset, no mile too far
Desire to help families and businesses to “Be Good At Life”
Ability to engage your community and leverage personal networks/contacts
Must have graduated high school or received GED, a Bachelor’s degree is desired
Previous health insurance or life insurance experience a plus
Candidates with an active Life & Health insurance license are strongly preferred
Client service experience as a sales representative a plus
Ability to understand the needs and financial concerns of clients
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
Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time
New York Life Greater Atlanta's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.
We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. New York Life Greater Atlanta is an
Equal Opportunity Employer –
M/F/Veteran/Disability/Sexual
Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010
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