Insurance Professional

2 weeks ago

CrotonOnHudson NY USA, United States Insight Global Full time

We are seeking a skilled Insurance Professional to join our team in Hudson, New York. The ideal candidate will have a strong understanding of personal insurance products, excellent communication skills, and a passion for helping clients find the best coverage options.

Key Responsibilities:

  • Meet with clients to assess their insurance needs and provide tailored recommendations for personal insurance products, including auto, home, renters, and umbrella policies.
  • Assist clients with policy applications, renewals, and modifications. Ensure all documentation is accurate and up-to-date.
  • Provide exceptional customer service by addressing client inquiries, resolving issues, and offering proactive solutions.
  • Develop and maintain relationships with clients and prospects. Identify opportunities for cross-selling and upselling additional insurance products.
  • Stay informed about industry regulations and ensure all activities comply with state and federal insurance laws.
  • Work closely with other team members to achieve agency goals and deliver a seamless client experience.

We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

Skills and Requirements:

  • Must be a fully licensed insurance agent in New York.
  • 2+ years of experience as a licensed agent.
  • Specialized experience in Property & Casualty insurance in either personal or commercial lines.
  • Must be comfortable with onsite work in Hudson.

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