NYL - Matthews
New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply as soon as possible.
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
Assist current policyholders during the insurance claims process while overseeing existing insurance claims
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
Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
Network within the community and be involved in community activities
Building relationships through referrals, networking, digital, and community involvement
Qualifications
Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
Proficiency with Microsoft Office products
Previous health insurance or life insurance experience a plus
Excellent verbal and written communication skills required
Customer service or experience as a sales representative are highly valued
Compensation $56,000 – $121,000 per year.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp. 05.30.2025)
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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
Assist current policyholders during the insurance claims process while overseeing existing insurance claims
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
Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business
Network within the community and be involved in community activities
Building relationships through referrals, networking, digital, and community involvement
Qualifications
Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
Proficiency with Microsoft Office products
Previous health insurance or life insurance experience a plus
Excellent verbal and written communication skills required
Customer service or experience as a sales representative are highly valued
Compensation $56,000 – $121,000 per year.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp. 05.30.2025)
#J-18808-Ljbffr