Commercial Sales Representative

The Juris Agency; New York (NY); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Life Insurance

Disability Insurance

Career Growth Opportunities

Retirement Plan

Job summary

MetzWood Insurance is seeking an Insurance Sales Representative to join our team in Chatham, New York. You will build relationships with clients, identify needs, and advise on suitable coverage options and packages.

The role requires a self-motivated professional with strong communication skills, a proven track record in sales, and the ability to work collaboratively with underwriters and support teams. Prior insurance sales experience is a plus.

Qualifications

• Proven experience of achieving and exceeding sales targets in a competitive environment.
• Excellent communication and interpersonal skills.
• Ability to work independently with self-motivation and thrive in a team.
• Proficiency with CRM software to manage client relationships and sales process.
• Prior experience in insurance sales or customer experience is a plus.

Responsibilities

• Prospect and identify potential clients through various channels, including cold calling, networking, and referrals.
• Educate clients on different insurance options, understand their needs, and advise on suitable coverage options and packages.
• Generate and follow up on leads to meet sales targets and other performance metrics.
• Build and maintain relationships with clients to ensure satisfaction and loyalty.
• Collaborate with underwriters, claims processors, and customer support to provide a seamless experience.

Skills

Communication skills

Interpersonal skills

Sales targets

Self-motivation

Team collaboration

Education

High school diploma or equivalent

Bachelor's degree in Business/Finance or related field

Tools

CRM software

Job description

Job Description

Join MetzWood Insurance, an established insurance agency located in Chatham, New York. We are seeking a motivated and experienced Insurance Sales Representative to join our dynamic team.

As an Insurance Sales Representative, you will be responsible for building and maintaining relationships with clients, identifying their insurance needs, and providing effective insurance solutions. This is an excellent opportunity to work in a fast-paced environment and make a significant impact on our clients' lives.

At MetzWood Insurance, we value professionalism, integrity, and exceptional customer service. If you are a self-driven individual who enjoys helping others and has a passion for sales, we would love to hear from you.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Life Insurance
• Disability Insurance
• Career Growth Opportunities
• Retirement Plan

Responsibilities

• Prospect and identify potential clients through various channels, including cold calling, networking, and referrals
• Educate clients on different insurance options, understand their unique needs, and advise them on suitable coverage options, policies, and packages tailored to their requirements
• Generate and follow up on leads to meet consistently meet or exceed sales targets, as well as other performance metrics such as sales revenue, conversion rates, and policy renewals
• Build and maintain relationships with clients to ensure customer satisfaction and loyalty
• Collaborate with cross-functional teams, including underwriters, claims processors, and customer support, to provide a seamless customer experience and expediate policy issuance and claims processes
• Stay up-to-date with industry trends and regulations to effectively educate clients and recommend appropriate solutions

Requirements

• High school diploma or equivalent; Bachelor's Degree in Business, Finance, or related field a plus
• Proven experience of achieving and exceeding sales targets in a competitive environment
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Ability to work independently with a high degree of self-motivation, as well as thrive in a collaborative team environment
• Proficiency in using CRM software
• Prior experience in the insurance industry, particularly in sales or customer experience, a plus