Our client, Rochester, NY, is seeking an Insurance Sales Agent to join their team!
 
This is an on-site/full-time/direct hire position 
Salary for this role based on experience: $60k-$65k

Job Responsibilities 40% New Premium: Actively sell relevant insurance products and services during all appropriate interactions. Responsible for effectively closing sales and meeting overall monthly and annual scorecard goals.
20% Multiline: Proactively recommend bundled insurance policies such as Auto with Home, Renters, Umbrella, etc. to grow a book of business & meet the defined goals/targets.
15% CSAA Premiums: Actively promote and sell CSAA products by leveraging in-depth knowledge of their offerings. Build strong relationships with clients to understand their needs and recommend suitable products, ensuring alignment with client requirements and company objectives.
15% Quality: Ensure all insurance applications, policy documents, and client records are completed accurately and in compliance with industry regulations & company standards. Regularly audit work to identify & correct errors and stay updated on changes in insurance laws & guidelines to ensure all documentation reflects current requirements. Maintain a high standard of customer service by adhering to products and industry regulations to offer the best possible advice and solutions to clients.
10% New Members: Offer a Club-focused sales approach & continuously promote all Club products/services. Effectively sell memberships to meet/exceed outlined expectations.

Job Specific Requirements

• Responsible for obtaining and maintaining 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 the 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

Qualifications & Experience