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Insurance Business Development Specialist
2 months ago
Job Summary
We are seeking a highly motivated and detail-oriented Insurance Sales Representative to join our team at NYLIFE Securities LLC. As an Insurance Sales Representative, you will be responsible for driving insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies.
Key Responsibilities
- Stay up-to-date on any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients.
- Provide exceptional customer service by serving as an attentive listener when communicating with new and potential clients to accurately identify their unique needs prior to pursuing specific insurance sales.
- Take ownership of ensuring accurate records of all necessary bookkeeping, client, and sales reports to track and communicate the status of assigned goals.
- Develop and tailor risk management strategies and client profiles to reflect each customer's individual needs.
- Pursue new clients through various marketing strategies to grow your existing portfolio of policyholders.
Requirements
- Basic computer skills, including proficiency with Microsoft Office suite, are required.
- Working knowledge of accounting and sales lead software is a plus.
- Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole.
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful.
- High school diploma is required; a bachelor's degree is a plus.
