Responsible for telephone marketing and sales of insurance products to member/clients. Meets established sales targets and other quality of business factors
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Sells insurance products to prospective member/clients by making and receiving telephone calls, responding to inquiries via e-mail and mail. Provides input to management to help identify opportunities to improve sales.
Calculates and presents quotes and writes insurance applications. Follows up regarding pending or incomplete transactions as needed.
Tracks inbound sales calls. Generates a monthly sales summary for manager outlining sales statistics.
Keeps current with insurance company guidelines for multiple carriers / insurance lines. Maintains insurance product knowledge and selling techniques.
Attends client offsite meetings as required.
Education and Experience:
Associate’s degree in business, marketing or related field and 2+ years of sales experience, preferably in the insurance industry; or an equivalent combination of education and experience
Insurance sales and/or telemarketing experience preferred
Basic PC skills required, including spreadsheet and word processing software
Certifications and Licenses:
Current NYS Property and Casualty or Personal Lines license
Machines, Equipment or Software Used:
This position requires the regular use of a personal computer and general office machines. The ability to use the following software/systems is required: Word, Excel, Applied, Fiserv, insurance carrier web-based applications, Internet Explorer and Outlook.
Pearl - 19 months ago