Insurance Sales Agent (Branch, Base + Incentive Opportunity)
$60,000–$65,000 year
On-siteWilliamsville, New York, United States
Job Summary
Actively sell relevant insurance products, bundled policies, and AAA memberships to meet monthly and annual scorecard goals. Proactively recommend multi-line offerings such as Auto with Home or Umbrella policies to grow the book of business. Ensure all applications, policy documents, and client records are completed accurately in compliance with industry regulations and company standards. Resolve member concerns and work under pressure during high-volume periods while maintaining a high standard of customer service. Obtain and maintain the required license or certification in an active status. Work evenings, weekends, and events as required by business needs.
Required Qualifications
- Responsible to obtain and maintain the required license or certification in an active status
- Able to display working knowledge of carrier offerings, processes, and requirements
- Ability to work evenings, weekends, & events as required by business need/Leadership directive
- Working knowledge of computer software and ability to effectively navigate multiple systems
- Must be able to resolve problems and work under pressure to diffuse member concerns
- Work under pressure during periods of high volume
- Ability to multitask in various areas of insurance sales and service
- Ability to perform routine office tasks that includes operating a computer for long periods of time, sitting, filing and communicating on the phone
- Ability to perform all physical functions consistent with travel including sitting in airplanes and driving for long periods of time
- Must be able to lift, carry, push, pull a maximum of 30 lbs
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