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Insurance Sales Representative

2 months ago

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

About NYL - Melville

We are a dynamic insurance agency seeking a motivated and personable new employee to join our team as an Insurance Sales Agent. As a key member of our team, you will play a crucial role in driving insurance sales and providing exceptional customer service to our clients.

Responsibilities

  • Ensure accurate records of all necessary bookkeeping, client, and sales reports to track and communicate the status of assigned goals.
  • Act 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 using sales strategies that may include cold calling and networking.
  • Stay up-to-date on 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.

Requirements

  • Fundamental computer skills, including experience with Microsoft Office.
  • Must have or be willing to obtain an insurance license.
  • High school diploma required; college degree a plus.
  • 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.