Insurance Sales Agent
JMS Technical Solutions•Rochester, NY
•Onsite
About The Position
Our client, Rochester, NY, is seeking an Insurance Sales Agent to join their team! This is an on-site/full-time/direct hire position. Salary for this role based on experience: $60k-$65k.
Requirements
- Responsible for obtaining and maintaining the required license or certification in an active status
- Able to display working knowledge of carrier offerings, processes, and requirements
- Ability to work evenings, weekends, & events as required by business need/Leadership directive
- Working knowledge of computer software and the ability to effectively navigate multiple systems
- Must be able to resolve problems and work under pressure to diffuse member concerns
- Work under pressure during periods of high volume
- Ability to multitask in various areas of insurance sales and service
- Applicants must be authorized to work in the U.S.
Nice To Haves
- Prior sales and/or insurance experience.
- NYS P&C Insurance
Responsibilities
- Actively sell relevant insurance products and services during all appropriate interactions.
- Responsible for effectively closing sales and meeting overall monthly and annual scorecard goals.
- Proactively recommend bundled insurance policies such as Auto with Home, Renters, Umbrella, etc. to grow a book of business & meet the defined goals/targets.
- Actively promote and sell CSAA products by leveraging in-depth knowledge of their offerings.
- Build strong relationships with clients to understand their needs and recommend suitable products, ensuring alignment with client requirements and company objectives.
- Ensure all insurance applications, policy documents, and client records are completed accurately and in compliance with industry regulations & company standards.
- Regularly audit work to identify & correct errors and stay updated on changes in insurance laws & guidelines to ensure all documentation reflects current requirements.
- Maintain a high standard of customer service by adhering to products and industry regulations to offer the best possible advice and solutions to clients.
- Offer a Club-focused sales approach & continuously promote all Club products/services.
- Effectively sell memberships to meet/exceed outlined expectations.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
