Insurance Sales Representative

1 week ago


Babylon, New York, United States NYL - Melville Full time
Insurance Sales Agent Job Description

We are seeking a highly motivated and personable Insurance Sales Agent to join our team at NYL - Melville. As an Insurance Sales Agent, you will be responsible for driving insurance sales among potential clients and new clients.

Key Responsibilities:
  • Ensure accurate records of all necessary bookkeeping, client, and sales reports to track and communicate the status of assigned goals.
  • Communicate effectively 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 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.
  • Insurance license (must have or be willing to obtain).
  • 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.


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