Personal Lines Consultant

About the Role

Key Responsibilities

• Create a market plan with direction and assistance from Agency management.
• Identify and locate prospects based upon the market plan.
• Contact prospects by personal visits, over the telephone, and by direct mail, and determine expiration dates plus the present scope of insurance coverage.
• Determine the prospect's needs and wants.
• Qualify prospects for both eligibility and acceptability, including financial, health, stability, and profitability.
• Prepare proposals and quotations for client coverages using internal technical and marketing resources.
• Make effective sales presentations utilizing available resources and materials.
• Maintain and build relationships with key company personnel.
• Participate in civic, social, and trade organizations to enhance the Agency's image.
• Support and uphold the Mission of the Agency through exemplary conduct in daily activities.
• Monitor accounts receivable and take corrective action whenever necessary.
• Keep abreast of developments in the marketplace, including product line offerings and changing insurance consumer trends and needs.

Requirements

• New York State Brokers License.
• Valid NYS Driver's license acceptable to our insurance carrier.
• College degree preferred, or the equivalent.
• At least one to two years' experience in a sales capacity.

Qualifications

• College degree preferred, or the equivalent.
• At least one to two years' experience in a sales capacity.

Benefits & Perks

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.