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Licensed Insurance Customer Service Sales Representative
2 months ago
*Candidate must have New York State insurance license to be considered*
Discover a new opportunity at the Edward Lehmann Agency, an established insurance agency located in Plainview, New York. As a licensed Insurance Account Manager, you'll be joining a team that values integrity, professionalism, and dedicated service to our clients. We are committed to providing personalized insurance solutions while fostering a sense of community within our organization.
If you are passionate about insurance sales, adept at building relationships, and thrive in a collaborative environment, this role is tailor-made for you. Join us in delivering exceptional service and making a positive impact on our clients' lives.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Commissions
Health Insurance
Bonus Opportunity
Appreciation Lunches
Paid Holidays
Birthday Day off
Out office team building events
Industry Leading Commission Structure
Responsibilities
Client Management: Build and maintain relationships with clients, providing personalized service and addressing their insurance concerns.
Policy Review: Analyze client policies, identify coverage gaps, and recommend appropriate coverage options.
Claims Assistance: Assist clients in filing claims, liaising with insurance companies, and ensuring timely resolution.
Risk Assessment: Evaluate clients' risks and exposures to recommend comprehensive insurance packages.
Client Education: Educate clients on insurance products, coverage details, and policy features to empower them to make informed decisions.
Requirements
Licensing: Active New York State insurance license required
Experience: Previous experience in insurance account management or customer service preferred.
Interpersonal Skills: Excellent communication and relationship-building skills.
Detail-Oriented: Ability to accurately manage client records and policy information.
Organizational Skills: Demonstrated ability to prioritize tasks and manage time effectively.
Professionalism: Maintain a positive attitude, integrity, and professionalism in all interactions.
