Insurance and Financial Services Representative


Top Job

Located in Utica, NY

Insurance agency in New Hartford is seeking an outgoing, career-oriented professional to join their team. As a team member, you will build and develop customer relationships within the community to promote products including auto, home, and life insurance.


Quote new business in Auto and Fire lines of when requested

Follow up on new leads coming into the office from Internet Lead Providers

Follow up on new leads

Follow up on existing customer leads from the service team

Develop referrals and centers of influence

Create a value proposition during the quote process

Answer Phone to assist the service team when busy

Schedule Appointments for agent and yourself

Pivot during service transactions to potential sales opportunities appointments once trained

Follow up on new business requirements to be completed by sales team

Process Applications by gathering information from customers

Follow up with Underwriting on changes not completed

Call current customers to update personal information

Learn new systems in Salesforce

Take pictures of new cars insured at the office and sometimes in the proximity of the office

Participate in sales training

Complete Life Needs Analysis to determine Life Insurance Needs

Uncover Disability and Hospital Income Needs for customers

Must obtain Property and Casualty and Life, Accident and Health License in the first 90 days


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