Life Insurance Agent

New York Life, Coelho Group -- Bridgewater
Bridgewater, MA

Job Description

Job Description

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now! Compensation:

$60,000 - $150,000

Responsibilities:
  • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
  • 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
  • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
  • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
  • Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
Qualifications:
  • Proficiency with Microsoft Office products
  • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
  • Prior health insurance or life insurance experience a bonus
  • Active Life & Health insurance license is a strong bonus
  • Excellent verbal and written communication skills required
About Company

Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)1. For 68 Consecutive years, we have led the Million Dollar Round Table 2, with more members than any other financial institution in the world.

Posted 2025-07-29

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