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The Personal Lines Consultant develops and executes targeted market plans, identifies and qualifies prospects, delivers tailored insurance proposals through effective presentations, builds and maintains client and industry relationships, and continuously pursues professional growth to support the agency’s mission and success in a dynamic marketplace.
Job Responsibility:
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 for a prospect for both eligibility and acceptability (to include financial, health, stability, and profitability)
Using internal technical and marketing resources, prepare a proposal and quotation for client coverages
Make an effective sales presentation utilizing the numerous resources and materials available for a professional proposal
Maintain and build relationships with key company personnel
Participate in civic, social, and trade organizations which will assist in enhancing 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
What we offer:
Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts and more