Insurance Sales Professional
4 weeks ago
We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Broadview FCU. As a key member of our Insurance Sales team, you will be responsible for selling and servicing insurance products to our members and customers.
Key Responsibilities- Meet or exceed monthly and annual sales targets while earning incentives for qualified submitted sales.
- Grow and develop talents and insurance knowledge to the highest level possible, providing a high level of support in obtaining, maintaining, expanding, and servicing personal accounts.
- Market new business, determine premiums, prepare and present proposals to clients, and maintain underwriting and marketing information by carrier.
- Check new policies for accuracy in rating, typing, coverages, signatures once issued, and ensure timely delivery or mailing to clients.
- Receive phone calls from clients and companies regarding insurance or administrative problems and comply with requests or refer to the Producer when necessary.
- Be familiar with and follow agency E&O guidelines, maintain electronic and/or paper files in an orderly and up-to-date manner, and perform special projects at management's request.
- High School or Graduate Equivalency Diploma is required.
- Professional designation is a plus.
- Knowledge of Applied EPIC and operations is desirable.
- Good listening skills and attention to detail are important.
- Knowledge of personal insurance and products is essential.
- NY State Property and Casualty, or Agents or Brokers license and any required continuing education.
- Your ability to be bonded is required.
We offer a competitive benefits package, including a starting compensation of $24.82/hr. Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer and are committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs.
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