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Personal Lines Senior Sales Advisor
4 months ago
About Us:
The Clausen Agency is one of the largest personal lines insurance agencies on Long Island. With a presence in over 40 states and access to over 50 insurance markets, we pride ourselves on providing top-tier insurance recommendations. Our success is driven by sophisticated marketing campaigns that generate a high volume of leads, eliminating the need for cold calling. We pride ourselves on our technical knowledge and ability to protect our clients' dreams.
Position Overview:
We are seeking a motivated and dynamic Personal Lines Senior Sales Advisor to join our team. In this role, you will connect with potential clients, understand and underwrite their insurance needs, and provide the best insurance solutions. The ideal candidate will thrive in a high-volume environment and possess the ability to connect with clients and multitask effectively.
Key Responsibilities:
- Engage with customers via phone and email, following up on internet leads and previous interactions.
- Understand customers' insurance needs and reasons for shopping for new policies.
- Gather and analyze relevant information to underwrite policies accurately.
- Identify and match customers with appropriate insurance markets and products.
- Maintain detailed and organized records of customer interactions and transactions using various systems.
- Collaborate with team members to ensure seamless customer service and satisfaction.
Qualifications:
- Proven experience in personal lines insurance sales.
- Exceptional communication and interpersonal skills.
- Strong ability to quickly understand and assess customer needs.
- High level of attention to detail and organizational skills.
- Self-motivated with a proactive approach to work.
- Ability to thrive in a fast-paced, high-volume environment.
- Valid Property and Casualty (P&C) insurance broker license is required.
- Experience with CRM systems such as Salesforce or Applied EPIC is preferred.
Position Details:
- Open to remote associates, with a preference for those in the Eastern time zone.
- Strong preference for candidates who can commute to the office in Rocky Point, NY.
Benefits:
- Salary: $60,000 plus performance-based sales bonus
- Comprehensive training
- Health, dental, and vision insurance
- 401(k) retirement plan with company match
- Paid time off and holiday pay
- Flexible scheduling upon completion of training
If working in an organization that is looking to double in size over the next five years sounds exciting to you, come join our team. We are looking forward to meeting great people who share our passion for excellence.
