Licensed Life Insurance Agent

New York Life - Kansas City; Kansas City (MO); On-site; USD 67,000 - 100,000; Full time

Job summary

New York Life - Kansas City is seeking a full-time life insurance agent to join our growing team in the Kansas City area. You will build a list of prospective clients, market our products, present offerings to new customers, and guide policyholders through claims and billing questions.

You’ll receive support to reach sales goals, with a strong focus on customer service, communication, and problem solving. This role rewards proactive networking, referrals, and a dedication to helping clients

Qualifications

• Requires a high school diploma or equivalent; a Bachelor's degree is preferred.
• Experience in customer service or sales is preferred.
• Strong communication and interpersonal skills.
• Experience in health or life insurance is a plus.
• Proficiency with Microsoft Office.

Responsibilities

• Provide warm, professional service onboarding new clients and maintaining existing clients.
• Process policyholders' insurance claims and monitor claim status.
• Manage electronic and paper records and keep contracting paperwork current.
• Assess clients' insurance needs and goals through consultations to tailor coverage.
• Expand the client base through networking, referrals, cold calls, and marketing strategies.

Skills

Customer service

Sales experience

Interpersonal skills

Communication skills

Microsoft Office

Education

High school diploma or equivalent

Bachelor's degree preferred

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.

Responsibilities

• Provide warm and professional customer service while onboarding new clients and maintaining existing clients, including booking appointments, inquiry responses, insurance eligibility, claim submissions, and questions concerning billing and policies.
• Process current policyholders’ insurance claims while monitoring the status of existing claims.
• Manage electronic and paper records and ensure all contracting paperwork is kept current.
• 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.
• Expand our prospective customer base and market our insurance products via networking, referrals, cold calling, and various marketing strategies to bring in new business.

Qualifications

• High school diploma or equivalent required; Bachelor’s degree preferred.
• Previous customer service or experience as a sales representative preferred.
• Possesses outstanding interpersonal and communication skills.
• Previous health insurance or life insurance experience a plus.
• Proficiency with Microsoft Office products.

Compensation

USD 67,000 - 100,000 per year (at plan earnings)