Sales & Client Relationship Specialist/ Insurance Career Opportunity

Briana Ray • Bohemia, NY

12d

About The Position

Briana Ray Agency, an independently owned and operated Allstate agency, is seeking a motivated, relationship-focused sales professional to build client relationships and grow the agency. The role serves new and existing customers, identifies insurance needs, presents suitable solutions, and sells insurance products. Insurance experience is helpful but not required; relevant experience may come from banking, mortgage lending, financial services, life insurance, business-to-business sales, account management, customer relationship management, or other relationship-driven work.

The agency offers an established client base, agency-funded leads and marketing, hands-on training and mentorship, and a collaborative team environment. The position provides opportunities to develop professionally and increase earning potential through performance. New York Property & Casualty and Life insurance licenses are required by the start date. Candidates without all required licenses must be willing to obtain them promptly and pay initial licensing expenses. Employees who complete 90 days and meet established performance targets may qualify for reimbursement of eligible licensing expenses.

Requirements

• New York Property & Casualty and Life insurance licenses by the start date.
• If not yet licensed, willingness to obtain missing licenses promptly and cover initial licensing expenses.
• Sales experience or a strong record of customer relationship success.
• Ability to discuss customer needs, present solutions, and ask for the sale.
• Motivation to work toward goals, growth, and performance.
• Dependability, organization, coachability, and comfort with technology.
• Teamwork and ownership of responsibilities.

Nice To Haves

• Experience in insurance, banking, mortgage lending, financial services, life insurance, employee benefits, business-to-business sales, account management, customer relationship management, customer success, or another relationship-driven industry.
• Insurance experience.

Responsibilities

• Build relationships with new and existing customers.
• Identify insurance needs, present solutions, and close sales.
• Quote and sell Auto, Home, Life, and additional insurance products.
• Cross-sell and conduct proactive household protection reviews.
• Manage leads, referrals, and follow-ups.
• Meet established sales and activity goals.
• Maintain accurate CRM records and customer information.
• Collaborate with the team to provide an excellent customer experience.

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Agency-funded leads and marketing
• Training and mentorship
• Potential reimbursement of eligible licensing expenses after 90 days and meeting established performance targets

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed