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Insurance Agent Specialist
2 months ago
We are seeking a highly motivated and personable new employee to join our insurance team at NYL - Melville, who is eager to learn and grow with our company.
The ideal candidate for this entry-level insurance position possesses strong communication skills, which will enable them to drive insurance sales among potential clients and new clients.
We are looking for someone who brings a friendly attitude and a passion for customer service, and we will invest our resources in training them to be a successful insurance sales representative.
Responsibilities:
- Take ownership of ensuring accurate records of all necessary bookkeeping, client, and sales reports to track and communicate the status of assigned goals.
- Serve as an attentive listener when communicating with new and potential clients 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 utilizing sales strategies that may include cold calling and networking.
- Stay up-to-date with 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, including experience with Microsoft Office.
- The candidate must already have or be willing to obtain an insurance license.
- A high school diploma is necessary; a college degree is a bonus.
- Experience using accounting or sales-related software is beneficial.
- The ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole.
