Insurance Sales Representative

2 months ago

Yonkers, New York, United States NAPAA Full time
Job Description:

The Insurance Sales Representative at NAPAA is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales. The CSR is also responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Key Responsibilities:
  • Identify and Develop Insurance Opportunities: Identify, qualify, and develop insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
  • Foster and Maintain Excellent Relationships: Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
  • Actively Partner and Network: Actively partner, network, and plan for new clients and business opportunities.
  • Monitor and Report Key Metrics: Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
  • Collaborate with Team Members: Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
  • Support Client Renewal and Retention: Support and prepare clients for renewal and retention and maintain strong client relationships.
  • Stay Informed and Up-to-Date: Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
  • Review Client Audits: Review client audits, verify and facilitate corrections as needed and maintain A/R and billing.
Qualifications:
  • Insurance License: Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, or comparable work experience.
  • Valid Driver's License: Possess a valid driver's license and/or a source of reliable transportation.
  • Industry Knowledge: Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
  • Business Development Skills: Have a proven track record of business to business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
  • Customer Focus: Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Organizational Skills: Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
  • Time Management: Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.

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