Inside Sales Representative
Pearl Carroll & Associates LLC - Latham, NY

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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.