Insurance Solutions Advisor - Client Growth & Risk Mgmt

New York Life Insurance Co.; Town of Fishkill (NY); In loco; USD 108.000 - 132.000; Tempo pieno

Descrizione del lavoro

New York Life Insurance Co. is seeking a people person who listens intently, pays attention to detail, and matches clients with the best insurance options. This full-time role offers growth opportunities, earnings potential, and variety.

You will spend time with new and prospective clients, assess priorities, explain plans, monitor policy requirements, and implement effective sales strategies to grow the customer base while maintaining exceptional service.

Competenze

• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required.
• Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
• Proficiency with accounting or sales-related software is helpful
• High school diploma required; bachelor’s degree preferred
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
• Basic computer skills with proficiency with Microsoft Office suite is necessary

Mansioni

• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Develop and deliver risk management strategies for each customer based on their risk profile

Conoscenze

Interpersonal skills

Communication skills

Listening skills

Attention to detail

Organizational skills

Analytical skills

Customer service

Microsoft Office

Formazione

High school diploma

Bachelor’s degree preferred

Strumenti

Accounting software

Descrizione del lavoro

New York Life Insurance Co. is seeking a people person who listens intently, pays attention to detail, and matches clients with the best insurance options. This full-time role offers growth opportunities, earnings potential, and variety.

You will spend time with new and prospective clients, assess priorities, explain plans, monitor policy requirements, and implement effective sales strategies to grow the customer base while maintaining exceptional service.