Insurance Account Representataive/Insurance


Top Job

Located in Utica, NY

Insurance Agency is seeking an Insurance Account Representative/Insurance Sales to work in their local agency. This position involves helping the Agent serve the insurance needs of the Agency's clients and contacting new prospects. The selected candidate will be expected to complete certain training programs whenever assigned as well as to attend any training meetings held by the Agency Manager.


Duties & Requirements:

  • Implement the Agency's marketing /sales plan and direct mail campaigns at the discretion of the agent
  • Greeting Clients and Prospects who walk in or call
  • Processing policy changes and updating information
  • Contacting policyholders and new prospects to set up sales appointment
  • Preparing premium quotes and sales proposals in all lines; Auto, Fire, Life & Health
  • Take thorough, and complete phone messages
  • Accurately and thoroughly complete all apps
  • Begin and complete various marketing projects
  • Become a well-organized and proficient worker able to handle varied responsibilities as well as developing the initiative to do things on your own
  • Handle accurately and in a timely fashion all other miscellaneous duties of the office; deposits, daily mail, payments, claim handling, filing and any other duties that may be assigned.

Experience & Qualifications:

  • Experience in retail sales, marketing, or customer service preferred
  • Keyboard skills required
  • Experience with Microsoft Office Suite Products
  • Knowledge of personal lines insurance products a plus
  • Associates degree preferred
  • Excellent communication skills are required
  • Ability to multi-task, attention to detail, and accuracy is required

Express Office: Utica/Rome
The Landmarc Building
118 Columbia Street, Suite 103
Utica, NY 13502
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