Inside Sales Jobs

About The Position

Requirements

• Active, valid New York State Property and Casualty (P&C) license.
• At least three years of insurance sales experience, with a focus on Personal Lines.
• Ability to sell and service both personal and business accounts effectively once trained.
• Valid driver's license and flexibility to travel to and work from additional regional locations upon request.
• Excellent verbal and written communication skills and proficiency with Microsoft Office Suite.
• Ability to maintain enthusiasm and effectiveness.
• Strong analytical, mathematical, and evaluation skills for assessing client risk factors.
• Ability to manage workflow independently to meet production goals and client deliverables.
• Sound professional judgment regarding regulatory compliance and corporate policies.
• Strong interpersonal skills.
• Ability to create and deliver effective presentations.
• Ability to work independently and as part of a team.
• Ability to advise clients clearly and effectively on comprehensive insurance coverage.

Nice To Haves

• Experience with Small Business accounts.
• Experience with Applied EPIC (Agency Management System).

Responsibilities

• Establish an approachable in-branch presence and connect retail banking customers with customized insurance offerings.
• Develop new customer relationships and maintain existing ones.
• Manage the sales process from lead generation through closing.
• Collaborate with Retail Management to achieve partner referral goals.
• Analyze prospective client risk profiles and design suitable personal and business policy options.
• Represent the agency at two or more public community events per month and participate in and generate engaging social media content.
• Advise customers on insurance policies and ensure coverage matches their risk exposures and needs.
• Identify coverage gaps in the existing book of business and cross-sell or endorse existing policies according to customer direction.
• Build local networks with centers of influence and contact them at least two times per month to develop independent referral pipelines.
• Pre-screen risks to ensure incoming accounts comply with carrier and agency underwriting guidelines.
• Facilitate warm transitions to the dedicated service team for routine account maintenance while nurturing key account relationships.
• Record pipeline updates and client and carrier communications in the Agency Management System in accordance with agency data compliance standards.
• Promote organizational core values in internal and public interactions.
• Perform other duties as assigned by management.

Benefits

• Paid time off
• Paid holidays
• Medical insurance
• Dental insurance
• Vision insurance
• Matching 401(k) plan
• Educational assistance