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Insurance Agent Specialist

2 months ago


Babylon, New York, United States NYL - Melville Full time

About NYL - Melville

We are seeking a motivated and personable new employee to join our insurance team who is seeking a new learning opportunity with lots of room for growth.

The ideal candidate for our entry-level insurance position has the solid communications skills it takes to drive insurance sales among potential clients and new clients.

Bring a friendly attitude and a passion for customer service, and we'll invest our resources into training you to be a successful insurance sales representative.

Responsibilities

  • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals.
  • Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales.
  • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking.
  • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients.
  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs.

Qualifications

  • Fundamental computer skills such as experience with Microsoft Office.
  • Job seekers must already have or be willing to get an insurance license.
  • High school diploma necessary; college degree a bonus.
  • Experience using accounting or sales-related software is beneficial.
  • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole.