Licensed Life Insurance Agent

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

Job summary

New York Life in Kansas City, MO is seeking a full-time life insurance agent to grow our client base, market insurance products, and guide policyholders through claims. You will build relationships, network, and provide exceptional service to meet sales goals.

Responsibilities include assessing client needs, presenting tailored coverage, processing applications and supporting customers from enrollment to claims with a friendly, professional approach.

Qualifications

• High school diploma or equivalent required; bachelor’s degree preferred.
• Strong communication and customer service skills.
• Experience in sales or insurance is a plus.

Responsibilities

• Expand client base via networking, referrals, cold calling, and marketing.
• Assess clients’ needs and tailor insurance solutions to their goals.
• Provide warm, professional onboarding and ongoing service to policyholders.
• Process claims and respond to billing or policy questions.
• Maintain and organize contracting records and documentation.

Skills

Interpersonal skills

Customer service

Education

High School Diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

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.

Compensation:

$67,000 - $100,000 at plan earnings

Qualifications

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

Responsibilities

• 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
• 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
• 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
• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
• Manage electronic and paper records and ensure all contracting paperwork is kept current