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Life Insurance Sales & Service Agent Full-time

at Choice Insurance Agency New York in New York (Published at 28-03-2022)

We are looking for someone interested in unlimited earning potential with an hourly rate plus 40% commission on new business. Choice Insurance Agency is one of the fastest growing companies in our industry as identified by Inc 5000. We believe that by ?protecting people?s present, we secure their dreams.? We are seeking a Life Insurance Sales & Service Agent who will be responsible for working directly with clients, assisting them with their life insurance needs. Our service agent must be knowledgeable, friendly, organized, and efficient while assisting our customers to ensure prompt service and support.


Flexible work from home options available
Benefits


Benefits Included (after 60 days):

  • Employee Health Benefits (medical, dental, & vision)

  • 401K Retirement Plan

  • Employer-paid Group Life Insurance

  • Employer paid Long Term Disability

  • Employee paid Short Term Disability

  • Additional Voluntary Benefits available

  • Full reimbursement of costs for licenses or required training to employees on a 1-year pro-rated basis

  • Employee Profit Sharing

  • Paid time off

  • Paid holidays

  • Paid Bereavement

  • Access to The Choice Insurance Agency business and self-improvement library

  • Gym membership reimbursement

  • Employee Referral Bonus



Responsibilities
  • Review current policy information with clients and make coverage recommendations
  • Provide customer service for existing clients
  • Process Insured policy change requests
  • Follow up to ensure accuracy of carrier requests
  • Underwrite, rewrite, re-quote, reinstate and cancel existing policies on behalf of the insured
  • Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
  • Notate all interactions with Insureds in the agency?s client management system
  • Obtain all signatures forms/applications required by the carrier
  • Review accounts with insureds
  • Review and update all current client contact information in client management system
  • Deliver client correspondence via Email/USPS
  • Assist agency, agents and brokers with back-office support to include illustrations, contracting, policy service and commission inquiries

Requirements

  • Excellent sales and marketing skills
  • Effective communicator and great communication skills
  • Organizational and Multitasking capabilities
  • Positive can-do attitude
  • Ability to remain calm under pressure
  • Ability to prioritize
  • Resourceful
  • Ability to work independently
  • Excellent analytical, problem-solving, and decision-making skills
  • Excellent follow-up skills

Required:

  • Must possess Life & Health License
  • Undergo a comprehensive background check

Qualifications

Education:

  • High School Diploma required, College Degree preferred

Experience and Additional Competencies:

  • Minimum of 2+ years of experience as a life insurance agent
  • Experience as a Nationwide Insurance Agent is a strong plus
  • Working knowledge of Life Insurance, Annuities, Individual Disability Insurance & LTCi
  • Ability to illustrate, evaluate and make recommendations regarding individual life insurance policies
  • Knowledge of licensing and contracting with insurance carriers
  • Exceptional interpersonal skills
  • Friendly and professional demeanor
  • Advanced Microsoft Office skills, with an ability to become familiar with firm-specific programs and software



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