Life Insurance Sales & Client Advisor

New York Life - Kansas City; Kansas City (MO); Sur place; USD 67 000 - 100 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Customer service

Sales experience

Interpersonal skills

Communication skills

Microsoft Office

Formation

High school diploma or equivalent

Bachelor's degree preferred

Description du poste

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