Sales Representative Insurance Agent

Allstate; Town of Florida (NY); On-site; USD 42,000 - 64,000; Full time

Job summary

Allstate in New York seeks a Property and Casualty Insurance Sales Representative to provide customer service, quotes and close insurance proposals, and support policy retention. You will explain options and assist customers through the sales process.

Ideal candidates bring strong communication, active listening, time management, and 1–2 years of related experience; Florida 4-40 license is required. This role focuses on sales goals and customer satisfaction with documentation of inquiries and

Qualifications

• High school diploma, equivalent or higher education.
• 1-2 years of related experience.
• State of Florida 4-40 Licensed is a MUST.

Responsibilities

• Provides customers' information about products or services, quotes and closes sales, cancels accounts, or obtains details of complaints.
• Ensures full customer satisfaction and maintains a friendly, helpful demeanor while engaging in proactive policy retention strategies.
• Identifies and prioritizes problems and issues related to service area.
• Maintains close contact with customer to give updates on progress toward resolution of issue or service request.
• Refers unresolved customer issues to designated departments for further investigation.
• Processes applications, releases, cancellations, adjustments, changes, requests, fees, invoices and other related paperwork.
• Personally responsible for hitting team and individual sales goals.
• Keeps records of customer interactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• *The company reserves the right to add or change duties at any time.

Skills

Verbal & written communication

Service orientation

Critical thinking

Active listening

Office software

Time management

Education

High school diploma or higher

Job description

Job Description

Job Title
Property and Casualty Insurance Sales Representative

Job Summary

• Provides customer service and resolves issues by offering solutions, explanations and options. Quotes and prepares insurance proposals.

General Accountabilities

• Provides customers' information about products or services, quotes and closes sales, cancels accounts, or obtains details of complaints.
• Ensures full customer satisfaction and maintains a friendly, helpful demeanor while engaging in proactive policy retention strategies.
• Identifies and prioritizes problems and issues related to service area.
• Maintains close contact with customer to give updates on progress toward resolution of issue or service request.
• Refers unresolved customer issues to designated departments for further investigation.
• Processes applications, releases, cancellations, adjustments, changes, requests, fees, invoices and other related paperwork.
• Personally responsible for hitting team and individual sales goals.
• Keeps records of customer interactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• *The company reserves the right to add or change duties at any time.

Job Qualifications

• Education: High school diploma, equivalent or higher education.
• Experience: 1-2 years of related experience
• State of Florida 4-40 Licensed a MUST.

Skills

• Excellent verbal and written communication
• Service orientation
• Critical thinking
• Active listening
• Knowledgeable in Office Programs
• Reliable and with great time management