Property and Casualty Insurance Sales Agent

1 week ago


New Rochelle, United States York Insurance Full time $18
Job Summary:

Agent must have experience quoting and selling the following products:
  • Personal auto, commercial auto, workers' compensation, statutory disability general liability, etc.

Qualification:
  • Candidates for this position should have a minimum of one year of experience in Property and Casualty Insurance sales.
  • The candidate must hold a valid license to sell insurance in the state of New York; we can assist with transferring licenses from other states.
  • Bilingual (English/Spanish- a Must)

Knowledge, Skills and abilities required:
  • Bilingual- Fluent in English and Spanish - a Must.
  • Excellent records and file management skills.
  • Proficiency in using Microsoft Word, Gmail and Adobe Professional.
  • Ability to provide excellent customer service in person and on the phone.
  • Ability to handle multiple tasks and frequent interruptions.
  • Ability to handle stressful situations with calmness and courtesy.
  • Ability to communicate effectively, both orally and in writing.
  • Normal office environment or working conditions.

Major Responsibilities:

Customer Service:
  • Acts as a liaison between insured(s) and insurance companies as applicable.
  • Provides insured(s), with timely and periodic status updates of their insurance application/policy.
  • Establish, maintain, and update files, databases, records, and/or other documents for recurring internal reports.

File System Management:
  • Compiles documents files and enters information into the office data management system. 
  • Assure that all insured's files are complete and in compliance with regulatory agencies and internal policies.

Administrative Support:
  • Process the documents received for each file.
  • Verify the accuracy and completeness of each document.
  • Other duties as assigned.

Full time Monday to Friday 9:00 am to 5:30 p.m.

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