Sales Agent
Insurance sales agent job in New York
Aflac is looking for a Strategic Benefits Consultant to help businesses strengthen their employee benefits strategy. This consultative role is perfect for professionals in sales, HR, or consulting who want to partner with a nationally recognized brand while building their own book of business.
Advantages of working with us:
- Monday-Friday business hours - enjoy true work-life balance
- Unlimited earning potential with commissions, bonuses, renewals, and stock
- Represent a Fortune 500 company trusted by businesses nationwide
- Award-winning training, tools, and mentorship
- First 3-month bonus incentives available*
- Offer value-added services (telehealth, healthcare navigation, financial wellness tools)**
Responsibilities & requirements:
- Advise employers on benefits, needs and customized solutions
- Conduct consultations, product demos, and enrollments virtually or in person
- Build long-term relationships and provide excellent post-enrollment service
- Collaborate with teams for training, development, and support
- Strong consultative, communication, and relationship-building skills
- Background in B2B sales, HR, or client-facing consulting preferred, but not required
- Must be 18+ and authorized to work in the U.S.
- Entrepreneurial mindset and self-starter mentality
About Aflac:
At Aflac, we work directly with employers to deliver voluntary benefits to their employees while helping to solve issues small businesses face. Our Strategic Benefits Consultant, also known as Benefits Advisors, can play a vital role in helping people when they need it most - when they're injured or ill - by providing financial protection and peace of mind so they can focus on recovery, not bills.
*This is not a salaried position, Aflac Benefits Advisors earn commissions, bonuses, residual income, and stock.
**Aflac's affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers, and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state.
Aflac Benefits Advisors are independent contractors and are not employees of Aflac.
Aflac family of insurers includes American Family Life Assurance of Columbus and American Family Life Assurance Company of New York.
Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999 Z2500303 EXP 5/26
Health Insurance Sales Representative
Insurance sales agent job in New York, NY
Job Title : Health Insurance Sales Representative
Duration : 3 Months
Education : High School Diploma or GED required
Shift Details : Field-Based (Hours may vary based on business needs)
Specific Skills : Identify and engage prospective Medicare enrollees.
Conduct eligibility screenings and assist with enrollment/recertification.
Provide clear education on plan benefits, exclusions, and covered services.
Conduct home visits, on-site enrollment events, and personalized appointments.
Market Medicare products at hospitals, senior centers, assisted living facilities, and community events.
Present to large senior groups and represent MetroPlusHealth at outreach programs.
Complete applications, reports, and documentation accurately and on time.
Work closely with Outreach, Customer Service, and Eligibility teams to resolve member concerns.
Build strong community relationships with providers, partners, and regulatory agencies.
Support members with navigating healthcare and related services.
Participate in telemarketing/outreach campaigns to generate new enrollments.
Maintain compliance with all Medicare marketing guidelines.
Complete required Annual Medicare Training.
Valid NYS Life, Accident & Health License required at the time of hire.
General Description:
We are seeking a motivated Medicare Sales Representative to educate and support Medicare-eligible individuals with accessing health insurance benefits. In this community-facing role, you will provide enrollment assistance, conduct outreach, guide individuals through Medicare plan options, and help improve access to essential health services.
Licensed Sales Agent
Insurance sales agent job in New York, NY
REAL New York is a full-service brokerage specializing in NYC residential sales, rentals, and commercial real estate. Backed by a deep portfolio of exclusive listings and a powerful lead generation system, we give agents everything they need to succeed - whether you're closing your first deal or your hundredth.
We're currently hiring full-time Sales Agents to join one of the top 5 Zillow-producing teams in NYC (and rising). This is a chance to grow your business with more leads, more support, and a team that knows how to close - all without changing how you operate.
What You Get:
Live Zillow Buyer Calls handed directly to you (Zillow Premier)
Manager-level StreetEasy Expert leads
Average of 118 qualified sales calls per month
CRM platform to manage and grow your pipeline efficiently
Full access to in-house marketing support
Weekly sales training, coaching and 1:1 mentorship
Rental, Sales, and Commercial deal support - diversify your income streams
Competitive splits - we'll match your current rate if aligned with team structure
What We're Looking For:
Licensed Real Estate Salesperson in New York State
Full-time availability and commitment to sales/real estate
Strong knowledge of the NYC real estate market or willingness to learn quickly
Proficiency (or willingness to learn) in real estate tech and CRM systems
Entrepreneurial mindset and ability to work both independently and on a team
Excellent communication, organization, and client service skills
Flexible schedule to work evenings and weekends when needed
Job Types: Full-time, Contract
Location: Hybrid (NoMad & Lower East Side Options)
Pay: $75,000.00 - $550,000.00+ per year
If you're a motivated, qualified agent looking for opportunities to grow - schedule an interview with us below!
Schedule an interview with us → **************************************************************
Visit our site for more information → *************************************
Head of Insurance
Insurance sales agent job in New York, NY
Real Estate Owner, Operator, and Developer is seeking an experienced Property & Casualty insurance professional to build and lead an internal insurance division. This individual will be responsible for developing the company's P&C insurance strategy, securing proper licensing and carrier/broker relationships, designing programs to support our real estate portfolio, and ultimately building a team and scalable operating model. This is a rare ground-up build opportunity for a self-starter with both technical expertise and entrepreneurial drive.
Responsibilities:
Strategy & Division Buildout
Develop and execute the strategy for launching an in-house P&C insurance division supporting a sizable real estate portfolio.
Determine optimal structure (captive, brokerage, MGA, or hybrid), licensing needs, and long-term operating model.
Build processes, policies, compliance framework, and technology infrastructure for insurance operations.
Insurance Operations
Lead policy placement, risk assessments, renewals, and claims management for all property and casualty lines.
Establish and manage carrier, broker, TPA, and vendor relationships.
Analyze risk exposure across the portfolio and implement risk mitigation programs.
Financial & Business Performance
Build business plan and financial model for the division, including projected premium volume, revenue, loss ratios, and ROI.
Create reporting dashboards on insurance performance and present recommendations to leadership.
Evaluate feasibility of forming a captive or self-insurance solutions.
Team Leadership
Hire and develop insurance and risk management staff as division grows.
Provide training to internal stakeholders on insurance programs, coverage, and compliance.
Qualifications
8+ years of experience in Property & Casualty insurance; background with real estate, construction, or habitational risk strongly preferred.
P&C Licensed; additional insurance designations a plus (CPCU, ARM, AINS, CIC).
Experience launching or scaling an insurance program, brokerage division, MGA, captive, or similar entrepreneurial initiative.
Strong understanding of commercial property, liability, and umbrella coverages.
Proven ability to build process, structure, and strategy in a start-up or build-out environment.
Strong relationship management, negotiation, and leadership skills
Global Strategic Alliances Lead, Agentic Commerce and Retail Industry
Insurance sales agent job in New York
Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world's largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career.
About the team
Creating long-term value for our users is central to our mission at Stripe. The Global Alliances and Channels team focuses on driving joint go-to-market through industry-specific solutions with our most important partners, including Global Systems Integrators (GSIs) such as Accenture, PwC, Infosys, and others, in addition to our strategic technology partners, including Guidewire, Salesforce, SAP, AWS and others, to ultimately deliver joint value to our users. Our objective is to ensure users have access to the broadest set of Stripe solutions and the deepest set of technology and industry experts, while at the same time ensuring our partners and Stripe build large, mutually beneficial businesses together.
What you'll do
As the Global Strategic Alliances Leader for the Insurance industry, you will focus on driving the partner strategy for the Financial Services Insurance industry, while delivering the credibility and thought leadership needed to build relationships with our partners' Insurance industry practices to grow the value of our joint business specific to Insurance. Aligned with our Industry GTM and Product teams, this role is also responsible for the creation of relevant, value-centric solutions, supporting our users, and generating new sources of value for users and Stripe.
You will be in tight alignment with our Industry GTM and Product teams and also collaborate with the core sales, solution architects, and product marketing teams.
You will work to define and align solutions geared toward the Insurance industry with select partners and broader customer and digital transformation initiatives where agentic commerce, payments, and billing are cornerstones. Success is measured by new user acquisition and revenue growth led and delivered by this cohort of partners. As an expert in Insurance, this leader will bring immediate credibility when engaging with senior executives in our partners' industry practices.
Responsibilities
* Own identifying, prioritizing, and engaging with key Insurance partners to build a global ecosystem that powers Stripe's leadership in the industry.
* Accelerate the Stripe GTM strategy for the next wave of Insurance growth through the creation of partner solutions with our top partners.
* Own the overall partner plan to drive execution across enablement, solutions, marketing, investments, and GTM initiatives.
* Engage with the senior leaders of Stripe across product and go-to-market teams to align and influence strategy and roadmaps.
* Work with partners to embed Stripe in our partner Insurance solutions and drive incremental pipeline via their routes to market.
* Engage deeply with the Stripe field teams to drive top-of-funnel and partner-led initiatives.
* Ensure partners are well-equipped to deliver the highest quality solutions and services offerings.
* Evangelize our top partners internally across Stripe and externally with users, analysts, and influencers.
* Enterprise selling - continue to stay engaged with account teams until the deal is signed and activated.
* Work in partnership with product and GTM teams to engage partners to provide insights to continue to shape industry-leading solutions.
Who you are
The Global Strategic Alliances Lead for Insurance will be an experienced professional with strong business strategy, business development, and partner go-to-market business model experience. You are capable of engaging in business-level and technical conversations at multiple levels of our partners' organization.
You're an organized self-starter, an excellent communicator who is highly analytical and has a track record for improving the processes and organizations around you. You like to roll up your sleeves and make things happen.
Minimum requirements
* 8+ years of experience leading field/partner teams with at least 4 years of global experience.
* Strong enterprise background delivering complex, innovative solutions at scale.
* Deep experience partnering with large systems integrators (Accenture, Deloitte, PwC, Infosys, etc.).
* Proven experience with enterprise software and services platforms including AWS, Salesforce, Microsoft, and similar products.
* Deep Industry experience with Financial Services Insurance.
* Strong track record of exceeding customer acquisition and revenue goals.
* Proven ability to present and evangelize new products and solutions to executives (business and technical) and external audiences.
* Proven ability to lead complex cross-functional global teams, including product and sales.
Preferred qualifications
* Experience with Banking, FinTech, Crypto is highly desirable.
* Experience defining and implementing new business models.
* Experience in a top-tier Global SI firm or Enterprise Cloud Software firm.
* Start-up and early-stage company experience with demonstrated success growing customer adoption and top-line revenue globally.
* Master's Degree in Business Administration.
In-office expectations
Office-assigned Stripes in most of our locations are currently expected to spend at least 50% of the time in a given month in their local office or with users. This expectation may vary depending on role, team and location. For example, Stripes in our Bucharest, Romania site have an 80% in-office expectation, and those in Stripe Delivery Center roles in Mexico City, Mexico and Bengaluru, India work 100% from the office. Also, some teams have greater in-office attendance requirements, to appropriately support our users and workflows, which the hiring manager will discuss. This approach helps strike a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility when possible.
Pay and benefits
The annual US base salary range for this role is $187,800 - $281,800. For sales roles, the range provided is the role's On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Stripe and will be narrowed during the interview process based on a number of factors, including the candidate's experience, qualifications, and location. Applicants interested in this role and who are not located in the US may request the annual salary range for their location during the interview process.
Additional benefits for this role may include: equity, company bonus or sales commissions/bonuses; 401(k) plan; medical, dental, and vision benefits; and wellness stipends.
Auto-ApplyInsurance Sales Agent
Insurance sales agent job in Buffalo, NY
Job DescriptionThe insurance sales position serves as the growth engine for Howard Hanna Insurance Services. This role is responsible for achieving sales targets and effectively managing client relationships. Through proactive communication with potential and existing clients you will grow the agency's book of business, ensuring client needs are met with the highest standards of service. This will include calling on lost business, unsold quotes and monoline business for account rounding. This role is the face of our agency for existing customers as well as to agency prospects.
Salary Range: $45,000.00 - $75,000.00 per year
Benefits:
Annual Base Salary + Commission + Bonus Opportunities
Flexible paid time off and vacation time
Health Insurance
401K
Paid Holidays
Dental Insurance
Vision Insurance
Hands on Training
Paid Time Off (PTO)
Career Growth Opportunities
1st year compensation range between $45,000 to $75,000
highly competitive uncapped commission, and bonus opportunities
Potential to make estimated $125,000 by year 3 based on productivity!
excellent training and support for growth!
Requirements:
Property & Casualty insurance license or open to licensing
Principles
Address difficult issues professionally and quickly
Listen to learn and strengthen the agency
Outlast the suck of adopting change
Be driven to achieve the agency's goals
Critical Competencies
Follow-Through
Lives up to verbal and written agreements, demonstrating reliability and accountability, regardless of personal costs.
Adaptability
Quickly and proficiently absorbs new information, demonstrating intelligence and adaptability in learning and applying new skills or knowledge.
Communication
Communicates clearly and persuasively, both verbally and in writing, ensuring articulation without verbosity, and effectively convincing others when necessary.
Teamwork
Promotes a collaborative environment by reaching out to peers and cooperating with supervisors, fostering strong team relationships and collective success.
Proactive
Acts independently with initiative, bringing new ideas and solutions to the forefront, driving positive change and innovation within the company.
Organization
Effectively plans, organizes, and schedules tasks, focusing on key priorities to enhance productivity.
Work Ethic
Demonstrates exceptional productivity with minimal wasted effort, characterized by a dedication to working hard and efficiently. A proven track record of going beyond standard expectations, including the willingness to put in long hours when necessary to achieve outstanding results.
Excellence
Sets and expects high standards for personal and team performance, striving for excellence and quality in all endeavors. Upholds the highest ethical standards, earns trust through actions, and maintains confidence by doing what is right, not just what is easy.
Receptive
Maintains openness to feedback and criticism, soliciting input actively and responding calmly to enhance personal and team performance.
* Please note candidates will be emailed an assessment upon applying. To be considered, candidates must complete the assessment and we will follow up upon reviewing *
Responsibilities:
Sales and Client Management:
Sales agents are expected to meet a minimum monthly target of $60,000 in new business premium.
Regularly contact the lost business list, unsold quotes nearing renewal, and monoline accounts for reviews and rounding opportunities by using Smart Cycle in Agency Zoom.
Market all accounts effectively and present tailored proposals.
Align business placement with the agency's strategic goals.
Engage actively with customers, listening attentively and asking questions to understand their needs and forge strong relationships.
Strive to maintain a closing ratio of over 35% by adhering to the new business sales process.
Performance Improvement and Skill Development:
Identify training needs and develop a personal improvement plan with managerial assistance.
Commit to regularly enhancing technical and sales skills.
Aim to improve agency retention, targeting a goal of 93%.
Achieve at least 75% multiline accounts on average.
Operational Excellence and Efficiency:
Respond to new inbound inquiries within 5 minutes.
Conduct diligent follow-ups (5-6 calls) on new web business and after presenting pricing.
Complete and notate all required outbound calls tasks assigned in Agency Zoom daily, ensuring consistent client engagement.
Update the agency management system and carrier websites daily with information on prospects, new business, and service calls.
Prequalify insurance prospects for insurability and risk quality by completing the underwriting checklist..
Process request for Policy Coordinator to send insurance applications, including obtaining signatures, payments, binding coverage, and finalizing underwriting needs.
Marketing and Branding Support:
Share and participate in agency social media activities.
Contribute to agency branding efforts, including participating in photoshoots when invited.
Aim to obtain 5 new client testimonials monthly.
Administrative Duties and Client Communication:
Utilize the management system as instructed, recording all client interactions and updates.
Respond promptly (the same business day) to queries from account managers.
Actively seek referrals from clients and follow up with new business 30 days post-sale.
Professional Attitude and Team Collaboration:
Uphold a positive mental attitude and foster positive relationships with clients and agency staff.
Consistently work to improve efficiency, embracing technology tools and minimizing distractions.
Desired Outcomes of This Role
Achieve and exceed monthly sales goals.
Successfully engage with lost and unsold leads, converting them into active business by using smart cycle in Agency Zoom.
Build and maintain robust client relationships.
Continuously enhance personal and professional skills to align with agency goals.
Howard Hanna Insurance Services provides a one-stop shop for all things insurance, with options for home, auto, umbrella, life, and business and commercial.
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HowardHanna.com
Hanna Holdings, Inc. affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.
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Creative UX/UI Lead - AI Agentic Product
Insurance sales agent job in New York
It's fun to work in a company where people truly BELIEVE in what they are doing!
We're committed to bringing passion and customer focus to the business.
Creative UX/UI Lead - AI Agentic Product (MVP Launch)
Fractal is a strategic AI partner to Fortune 500 companies with a vision to power every human decision in the enterprise. Fractal is building a world where individual choices, freedom, and diversity are the greatest assets. An ecosystem where human imagination is at the heart of every decision. Where no possibility is written off, only challenged to get better. We believe that a true Fractalite is the one who empowers imagination with intelligence. Fractal has been featured as a Great Place to Work by The Economic Times in partnership with the Great Place to Work Institute and recognized as a ‘Cool Vendor' and a ‘Vendor to Watch' by Gartner.
Please visit Fractal | Intelligence for Imagination for more information about Fractal
Location: New York / New Jersey
Note: This position is not eligible for Immigration Sponsorship
at this time.
Responsibilities:
Define and execute the design strategy for Fractal's new AI Agentic SaaS product, ensuring alignment with business objectives and product roadmap.
Lead UX/UI research to deliver intuitive, accessible, and world-class product experiences for enterprise CPG users.
Champion a user-centric culture across Product, Engineering, GTM, and Customer Success teams.
Develop and enforce design principles, style guides, and design systems that create consistency and scalability across product features.
Partner with Product and Strategy teams to translate requirements into user journeys, wireframes, prototypes, and high-fidelity designs.
Drive usability testing, feedback sessions, and continuous iteration to ensure customer satisfaction and adoption.
Collaborate with Marketing and Product Marketing to ensure product visuals and messaging are cohesive and compelling.
Mentor and lead design talent (internal or contracted), building a culture of creativity and design excellence.
Ensure compliance with accessibility standards (WCAG/ADA) and enterprise usability expectations.
Success Profile:
Proven ability to deliver beautiful, functional, and intuitive SaaS product designs that balance user needs with business goals.
Track record of leading UX/UI research and design strategy in high-growth, innovation-driven environments.
Strong advocate for design thinking and user-centered approaches within cross-functional teams.
Demonstrated skill in making tradeoffs between speed, scale, and design quality in fast-paced MVP environments.
Excellent storytelling skills; can articulate design rationale to executives, engineers, and customers alike.
Creative leader who thrives in a collaborative, ambiguous environment while driving clarity and execution.
Qualifications and Skills:
10+ years of experience in design leadership, product design, or UX/UI research, with at least 5 years in SaaS or enterprise platforms.
Hands-on expertise in design tools (Figma, Sketch, Adobe XD, InVision) and prototyping workflows.
Strong portfolio showcasing enterprise SaaS product design and UX research outcomes.
Deep knowledge of design systems, accessibility standards, and usability testing methods.
Bachelor's degree in Design, HCI, or related field required; Master's degree preferred.
Excellent collaboration and communication skills, with experience influencing senior stakeholders.
Self-starter with a can-do attitude and passion for designing products that delight users and drive adoption.
Pay:
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Fractal, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is: Up to $234,000. In addition, for the current performance period, you may be eligible for a discretionary bonus.
Benefits:
As a full-time employee of the company or as an hourly employee working more than 30 hours per week, you will be eligible to participate in the health, dental, vision, life insurance, and disability plans in accordance with the plan documents, which may be amended from time to time. You will be eligible for benefits on the first day of employment with the Company. In addition, you are eligible to participate in the Company 401(k) Plan after 30 days of employment, in accordance with the applicable plan terms. The Company provides for 11 paid holidays and 12 weeks of Parental Leave. We also follow a “free time” PTO policy, allowing you the flexibility to take time needed for either sick time or vacation.
Fractal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
Not the right fit? Let us know you're interested in a future opportunity by clicking
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in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest!
Auto-ApplyCommercial Lines Insurance Producer
Insurance sales agent job in Syracuse, NY
Job Description
OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client.
OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup is able to provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.
OneGroup's company culture sets us apart from the rest. Our core values, what we call “The OneGroup Way” consists of the following:
Knowledge Development - Professional growth but also understanding the company, workflow processes and the right people to get the job done. Adopting a growth mindset in everything we do.
Big Picture - How your individual contributions connect to the bigger things around us that can make a difference to the client. How do you utilize your talents and the attributes of those around you to create a unique solution for the client.
Acknowledgement - Recognize others contributions, appreciate what others do and their strengths.
Transparency - An environment that encourages open communication and feedback.
Bigger Purpose - How do we become more than just an insurance company to our clients? We seek to enhance our client's businesses, support their mission and understand their challenges.
Responsibilities
OneGroup Risk Management and Insurance seeks Commercial Property & Casualty Insurance Sales Professionals in multiple areas.
ADVANTAGES OF JOINING THE ONEGROUP TEAM
A commission-based compensation plan that provides great earning potential
Benefit Plan: Pension, Health, Life & Disability Insurance, 401(k), and more.
Substantial in-house experts and resources usually found only in much larger organizations: risk management consulting, claims management, loss control, HR consulting, contractual risk transfer analysis, and much more.
Full-time support team that provides marketing materials, promotion, proposal assistance, etc.
A dedication to technology, innovation and strategic thinking.
Resources, markets, and institutional knowledge to allow success in writing middle-market and larger accounts.
The possibility for “Lift Out” opportunities for established producers to keep an already established book of business.
WE SEEK A CANDIDATE WHO
Has 3-5 years of experience in insurance brokerage, carrier, or related business to business sales including calling on senior executives and a track record of financial success
Can identify new opportunities in mid-sized and large, complex accounts
Utilizes a consultative, positive and resourceful approach to dealing with prospect, clients and employees
Has developed excellent listening skills with strong customer focus
Has high-level organization and follow-up skills
Believes in integrity and building success by developing relationships with others
Has superior written, verbal communication and presentation skills
Is a self-starter willing to invest time and energy to learn the technical aspects of our business
KEY JOB RESPONSIBILITIES
Develop business (new sales, referrals, cross-selling opportunities) by achieving revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
Build an active pipeline of qualified prospects and document activity, notes, prospect data in sales tracking systems (Salesforce)
Work with business clients and prospects to understand their needs and develop consultative business solutions.
Develop and execute a business plan based on established sales objectives.
Reviews existing policy coverages and makes recommendations based on strategic understanding of client objectives.
Work as liaison with client service team to accommodate client needs, retain and grow business.
Commitment to continual learning and development of sales and technical expertise.
Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issues
Qualifications
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Bachelor's degree, preferred
Property/Casualty License Required
If licensed, maintain Agent/Broker License through continuing education
3-5 years of proven successful sales or related experience, required
Insurance sales experience, preferred
Proven ability to achieve established sales quotas
Excellent interpersonal and communication skills
Experience using contact management software
Working knowledge and competency in use of agency management system, Microsoft Word, Microsoft Excel, and other software as required by position
Ability to use menu-driven software
Ability to work independently
Assertive, self-starter
Ability to influence others
Good Organizational skills with the ability to manage multiple tasks efficiently
Must possess a valid drivers license and clean motor vehicle record
All applicants must be 18 years of age or older
Tech Lead - Agent Data
Insurance sales agent job in New York, NY
About Basis
Basis equips accountants with a team of AI agents to take on real workflows.
We have hit product-market fit, have more demand than we can meet, and just raised $34m to scale at a speed that meets this moment.
Built in New York City. Read more about Basis here.
About the Team
The Agent Data team ensures Basis agents have accurate data at low latency to do their jobs.
About the Role
As a Tech Lead on the Agent Data team, you'll own the technical vision for how agents interact with data from other systems.
You'll design solid architectures, make trade-offs clear, and teach others how to think about distributed systems effectively. You'll ensure consistency across runtime, data, and schema layers so our systems scale predictably and stay understandable as we grow.
You'll lead by example through your code, design reviews, and documented decisions, making sure the platform is both powerful and elegantly simple.
What you'll be doing:
Build and standardize our data platform
Design data pipelines that ingest, validate, and transform accounting data into clean, reliable datasets.
Define schemas and data contracts that balance flexibility with correctness.
Build validation, lineage tracking, and drift detection into every pipeline.
Create interfaces that make data discoverable, computable, and observable throughout the system.
Model the domain as a system
Translate accounting concepts into well-structured ontologies: entities, relationships, and rules.
Create abstractions that help AI systems reason safely about real-world constraints.
Design for clarity: make complex workflows understandable through schema, code, and documentation.
Lead through clarity and technical excellence
Own the architectural vision for your area and keep it consistent over time.
Run effective design reviews that challenge assumptions and drive alignment.
Mentor engineers on how to think about systems: from load testing to schema design to observability patterns.
Simplify aggressively by removing unnecessary complexity and maintaining clean, stable abstractions.
📍 Location: NYC, Flatiron office. In-person team.
Auto-ApplyLead Agent
Insurance sales agent job in New York, NY
170+ Years Strong. Industry Leader. Global Impact. At Pinkerton, the mission is to protect our clients. To do this, we provide enterprise risk management services and programs specifically designed for each client. Pinkerton employees are one of our most important assets and critical to the delivery of world-class solutions. Bonded together, we share a commitment to integrity, vigilance, and excellence.
Pinkerton is an inclusive employer who seeks candidates with diverse backgrounds, experiences, and perspectives to join our family of industry subject matter experts.
The Lead Agent will perform a variety of assignments including concierge-level, residential, or event security, response services, basic driving, and investigations and oversee other Agents allocated to the assignment. This is a part-time opportunity, with the schedule being 7:00pm - 7:00am on Saturdays and Sundays.
Responsibilities
Represent Pinkerton's core values of integrity, vigilance, and excellence.
Provide the client with concierge-level security at the company location and/or events.
Deescalate tense situations or individuals that may arise.
Write detailed incident reports following any incident, occurrence, or variance that warrants documentation.
Conduct quality investigations and complete investigative reports.
Provide response services related to emergency and crisis planning, high-risk terminations, workforce disruptions, natural disasters, civil unrest, and threat monitoring.
Transport the client to and from the company location and/or events.
Secure the client's residential perimeter, review CCTV, manage access controls, and respond to alarms as needed.
Identify and escalate equipment deficiencies/failures.
Oversee assigned Agents and coordinate scheduling to ensure the appropriate coverage.
All other duties, as assigned.
Qualifications
High School Diploma or GED with five years of concierge-level security services, military service, and/or law enforcement experience. Experience leading a team is preferred. A NY unarmed security guard license is required.
Concierge-level customer service experience.
Able to complete thorough and accurate investigations and reports.
Access control systems, CCTV, and alarm monitoring experience.
Strong problem-solving skills.
Able to interact effectively at all levels and across diverse cultures.
Solid verbal and written communication skills.
Computer knowledge; Microsoft Office.
Maintain confidentiality when dealing with sensitive information.
Working Conditions:
With or without reasonable accommodation, requires the physical and mental capacity to effectively perform all essential functions;
Regular computer usage.
Maintain composure in dealing with authorities, executives, clients, staff, and the public, occasionally under conditions of urgency and in pressure situations.
On occasion, may be required to perform stressful and physical activity.
Work in environments and under conditions that require carrying authorized weapons and ammunition, the use of protective gear and devices, and/or awareness of personal safety and the safety of others.
Exposure to stressful situations, such as challenging individuals who are in or approaching an unauthorized area.
Occasional reaching and lifting of small objects and operating office equipment.
Frequent sitting, standing, and/or walking.
Travel, as required.
Pinkerton is an equal opportunity employer to all applicants and positions without regard to race/ethnicity, color, national origin, ancestry, sex/gender, gender identity/expression, sexual orientation, marital/prenatal status, pregnancy/childbirth or related conditions, religion, creed, age, disability, genetic information, veteran status, or any protected status by local, state, federal or country-specific law.
Benefits
Benefit options include employer-paid life and AD&D, voluntary life and AD&D, medical, (HSA) Health Savings Account, (FSA) Flexible Savings Account, dental, vision, short-term disability, long-term disability, 401(K), paid time off (vacation, personal, sick, and holidays) and several employee assistance-related programs. This information provides a brief benefit overview. Upon the acceptance of an employment offer, the new employee will receive comprehensive plan details based on specific eligibility rules.
Posted Salary Range
USD $40.00 - USD $45.00 /Hr.
Insurance Sales Producer
Insurance sales agent job in Albany, NY
Job Description
TITLE: Insurance Sales Producer
REPORTS TO: Vice President - Insurance Agency Manager
CLASSIFICATION: Full Time, Exempt
STARTING PAY: $68,000 - $85,000 base, plus commission
AVAILABILITY: Monday-Friday 8:30am-5:00pm
Position Summary:
Plays a key role in generating new revenue by actively developing and closing a pipeline of Property & Casualty (P&C) opportunities. This individual will focus on both commercial and personal lines, leveraging direct outreach and referrals from business partners and centers of influence to drive growth. Through a strategic approach to territory development, targeted prospecting, and consultative selling, the Insurance Sales Producer will be instrumental in expanding the agency's market presence and client base.
Key Responsibilities:
Proactively prospect to business owners, individuals, and other business partners to generate new P&C sales opportunities; relationship building, networking, campaigns, cold calling and digital lead generation are key.
Qualify opportunities, gather underwriting/risk data, communicate with underwriting, and quote policies that align with the expressed needs of the prospect/client.
Demonstrate deep industry knowledge and professionalism while delivering compelling sales proposals-both in person and virtually. Effectively address objections and guide prospects or clients toward tailored insurance solutions that meet their individual or business needs.
Collaborate with the agency service team members for a seamless transition of new business clients.
Maintain regular communication with clients to nurture relationships, proactively identify any issues or concerns, and explore opportunities to offer additional products or services available across the organization's divisions. Additionally, serve as the primary relationship manager for select clients.
Must handle multiple accounts in progress with tight deadlines; strong attention to detail and superior time management skills are required.
Stay informed of carrier changes and advise both clients and team members accordingly.
Utilize the office's agency management system as the operational hub-logging all prospecting and client interactions, activity notes, stage changes, and win/loss outcomes; scheduling automated alerts and workflows to ensure deadlines are met.
Attend community events, foster relationships within professional and personal networks, and participate in activities that drive new business sales goals.
Performs other duties as may be requested by agency and organization leadership.
Qualifications & Competencies:
High School graduate (or GED) required.
Bachelor's degree (Human Resources, Insurance/Risk Management, Business, or related field) preferred.
Professional designations such as CIC/CLCS/PLCS/CISR preferred.
Must have valid Property & Casualty licenses or must obtain them within 30-60 days of hire. Ongoing compliance with continuing education requirements is required to maintain the license in good standing.
2-5 years of experience in Property & Casualty sales, account management, or customer service within an agency or broker setting. Equivalent or related experience will also be considered.
Skilled in agency management systems (Applied Epic, preferred).
Proficiency in handling high-volume phone and email service inquiries, as well as policy quoting, is essential.
Trusted to handle sensitive PII/financial data.
Must have access to reliable transportation on short notice and valid driver's license plus ability to maintain this throughout employment.
As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
Workers' Compensation Sales Producer
Insurance sales agent job in New York
Job DescriptionDescriptionWe are looking for an outgoing and target-driven Producer to present our services and insurance solutions (Property & Casualty) to prospective clients. The Producer's responsibilities include building and sustaining strong working relationships with clients and continually meeting or exceeding sales targets. You should also be able to utilize opportunities for professional development by attending educational workshops and participating in professional societies.To be successful as a Producer, you should be persuasive and willing to work long hours. Ultimately, a top-performing Producer should be able to demonstrate exceptional organizational, time management, and customer service skills at all times.
Key Responsibilities
Generating leads and scheduling face-to-face meetings with potential and existing customers.
Traveling to potential and existing client's places of business to present company products and convince customers to make purchases.
Attending industry events to network and build relationships with potential clients.
Filling out necessary paperwork and obtaining client's signatures to finalize each sale.
Investigating and resolving client's complaints in a timely manner.
Providing exceptional after-sales service to clients by contacting them to inquire into whether they are satisfied with our company and their new insurance solutions..
Monitoring industry competition by researching competitors' products, pricing, and product success.
Skills, Knowledge and Expertise
High school diploma or GED.
Proven sales experience.
Valid driver's license.
The ability to work independently.
The ability to travel between client sites.
Excellent negotiation and consultative sales skills.
Strong organizational and time management skills.
Effective communication skills.
Exceptional customer service skills.
NYS P&C Insurance license will be required to obtain if hired
Field Marketing Agent
Insurance sales agent job in New York, NY
At Whizz, we believe that marketing starts with real people and real conversations. As a Field Marketing Agent, you will be the bridge between our innovative e-bike solutions and the delivery riders who need them most. Your role will combine grassroots marketing with direct sales, giving you the chance to both represent our brand and generate meaningful client relationships in the field.
Requirements
Hardworking: Hustler mentality with strong work ethic and goal driven;
People Friendly: Excellent interpersonal and communication skills to build rapport with clients;
Organized: Strong organizational skills to manage multiple leads and sales activities efficiently;
Disciplined: Self-motivated and able to work independently with minimal supervision;
Authorized to work in the US;
Knowledge of foreign languages: (French, Spanish, Arabic) is a big plus
Benefits
Enjoy a flexible part-time schedule;
Opportunity to earn about $1,500/week;
Apply and communicate with clients in any language;
Quick growth path into senior marketing or sales roles;
Hands-on training with sales methods that deliver proven success.
Auto-ApplyInsurance Advisor (Branch)
Insurance sales agent job in Syracuse, NY
At AAA Western and Central New York, our Associates are committed to providing our members with a totally satisfying experience. Therefore, we seek Associates who are dedicated to this purpose, people who truly demonstrate compassion, empathy and unsurpassed service. These are the people that help us create a loyal membership base that strengthens our mission-to be our members' most trusted provider of high quality automotive, travel, insurance and other relevant products and services that offer safety, security, peace of mind, value and convenience.
AAA Western and Central New York is regularly recognized as one of the best & healthiest places to work in the WNY & CNY area. In addition to a market competitive salary, Associates are eligible for a wide selection of benefits (dependent upon position) including:
Medical, Dental, Life and AD&D Insurance
Flexible work schedules
Pre-Tax & Roth 401(k) plan with company match
Health Spending Accounts with company contribution & Flexible Spending Accounts
Company Paid Short-term & Long-term disability
Paid time off
Tuition reimbursement & company-paid training programs
FREE AAA membership & travel / product discounts
Paid Volunteer Time Off
Job Responsibilities
40% New Premium: Actively sell relevant insurance products and services during all appropriate interactions. Responsible for effectively closing sales and meeting overall monthly and annual scorecard goals.
20% Multiline: Proactively recommend bundled insurance policies such as Auto with Home, Renters, Umbrella, etc. to grow book of business & meet the defined goals/targets.
15% CSAA Premiums: Actively promote and sell CSAA products by leveraging in-depth knowledge of their offerings. Build strong relationships with clients to understand their needs and recommend suitable products, ensuring alignment with client requirements and company objectives.
15% Quality: Ensure all insurance applications, policy documents, and client records are completed accurately and in compliance with industry regulations & company standards. Regularly audit work to identify & correct errors and stay updated on changes in insurance laws & guidelines to ensure all documentation reflets current requirements. Maintain a high standard of customer service by products and industry regulations to offer the best possible advice and solutions to clients.
10% New Members: Offer a Club focused sales approach & continuously promote all Club products/services. Effectively sell AAA memberships to meet/exceed outlined expectations.
Job Specific Requirements
Responsible to obtain and maintain the required license or certification in an active status
Able to display working knowledge of carrier offerings, processes, and requirements
Ability to work evenings, weekends, & events as required by business need/Leadership directive
Working knowledge of computer software and ability to effectively navigate multiple systems
Must be able to resolve problems and work under pressure to diffuse member concerns
Work under pressure during periods of high volume
Ability to multitask in various areas of insurance sales and service
Physical Requirements
Ability to perform routine office tasks that includes operating a computer for long periods of time, sitting, filing and communicating on the phone
Ability to perform all physical functions consistent with travel including sitting in airplanes and driving for long periods of time
Must be able to lift, carry, push, pull a maximum of 30 lbs
Starting pay range: $21.00 - $23.00
Insurance Agent
Insurance sales agent job in Mount Vernon, NY
Company DescriptionJobs for Humanity is partnering with HealthMarkets to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: HealthMarkets
HealthMarkets Overview
If you're looking for an exciting opportunity where you can change people's lives and achieve financial success as an independent insurance agent, you've come to the right place. Becoming an independent insurance agent with HealthMarkets is an opportunity unlike any other. HealthMarkets offers agents the resources and support they need to grow their businesses and succeed in the industry, all while making a difference in people's lives.
And who are we? HealthMarkets is a technology-enabled health insurance agency delivering high-touch, customized health and supplemental insurance solutions to individuals, families and small businesses. Millions of Americans depend on us to help explore their insurance coverage options - and we're looking for independent insurance agents like you to help us continue that mission.
So, whether you're an experienced insurance agent looking for your next opportunity or are just starting out and looking for an opportunity to demonstrate your talents, HealthMarkets is the career move that can help change your life.
Job description
If you're an insurance agent with 4-5 years of experience, we want you. As an independent contractor licensed insurance agent with HealthMarkets, you'll be collaborating with one of the largest independent health insurance agencies in the US. You'll have the opportunity to grow a flourishing business, all while making a difference in people's lives.
Not only that, but HealthMarkets will offer you the resources you need to succeed. We'll give you access to leads, quoting tools, training resources, and more so you can focus on what you do best: selling. Contact us today and succeed on your terms with HealthMarkets.
48640-HM-0523
Auto Insurance Advisor
Insurance sales agent job in New York, NY
We are looking for a knowledgeable and customer-focused Auto Insurance Advisor to join our insurance team. The ideal candidate will guide clients in selecting the right auto insurance policies, explain coverage options, and ensure they receive the best protection for their vehicles at competitive rates.
Key Responsibilities:
Provide expert advice on car insurance plans, vehicle coverage, and policy renewals.
Assist clients in comparing auto insurance quotes and selecting plans that meet their needs and budget.
Educate customers on insurance terms, deductibles, and claim processes.
Maintain up-to-date knowledge of insurance regulations and market trends.
Build and maintain strong client relationships for policy retention and referrals.
Requirements:
Bachelors degree or certification in Insurance, Business, or related field.
Proven experience as an insurance advisor or sales representative.
Strong communication, negotiation, and customer service skills.
Familiarity with auto insurance software and CRM tools.
Benefits:
Competitive base salary plus commissions.
Health, dental, and vision insurance options.
Professional development and licensing support.
Insurance Advisor Sales Trainee
Insurance sales agent job in Albany, NY
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Customer Service, Sales
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$41,200.00 - $67,900.00
**Target Openings**
10
**What Is the Opportunity?**
Are You a New Grad? Launch Your Career in Insurance Sales!
What You'll Do:
Transform how people protect what matters most! As an Insurance Advisor Trainee, you'll become a trusted sales consultant helping customers nationwide find insurance coverage that best fits their needs. You'll master the art of relationship-building using innovative technology to deliver personalized insurance coverage.
Your Growth Journey:
-Comprehensive Paid Training: we invest in making you an expert
-Real Impact from Day One: manage your client relationships and close deals
-Master Consultative Selling: no pushy tactics, just genuine problem-solving
What Success Looks Like:
-Converting warm leads to customers, no cold calling required.
-Build lasting client relationships through strategic outbound communication.
-Analyze customer needs and recommend tailored insurance coverage
-Drive revenue through authentic, consultative conversations
-Thrive in a fast-paced, results-driven environment
The Package:
-Salary starts between $45K-$48K range plus $10K-$32K in annual incentives; that's a total package potential of $55K-$77K.
-Benefits: Mental and Physical Health Programs, 401K Match, Pension Plan, 20 days of PTO your first year, and more!
The Schedule:
-Start Date: January 12th, 2026
-Hybrid Work Arrangement: three days in office and two days remote
-Training: 9:00am-5:30pm EST Monday- Friday for the first 4-6 weeks
-Post Training: 9:30am-6:00pm local time Monday-Friday plus 1 Saturday shift per month from 9:00am-5:30pm EST
Ready to build something meaningful? Join a team where your success directly impacts families across America while building your own financial future.
*As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration.
**What Will You Do?**
+ Successfully complete a comprehensive 4 month paid training program in a classroom setting with ongoing support and resources, gaining knowledge of multiple personal lines insurance products across a diverse range of carriers.
+ Provide one-on-one insurance coverage guidance, connect current customers to additional products and services, and handle inbound and outbound calls in a call center environment.
+ Positively represent InsuraMatch, establish customer rapport, and ensure exceptional customer experiences, while efficiently multitasking across multiple systems to gather all necessary information for quoting, underwriting, and closing sales.
+ Communicate effectively & professionally with customers verbally and via email
+ Acquire comprehensive product, underwriting, and sales expertise to counsel and sell available insurance products, while consistently meeting quality, efficiency, underwriting and sales metrics.
+ Receive and implement constructive feedback in the form of professional coaching.
+ Handles objections professionally while clearly articulating relevant product features, benefits, and value to the consumer.
+ This role is not responsible for cold calls or lead generation.
+ Successfully obtain and maintain Property & Casualty or Personal Lines license in resident state as well as all required non-resident licenses in each state that business is conducted within six months of date of hire.
+ Maintain continuing education requirements for the Property and Casualty or Personal Lines license obtained.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ A Bachelor's degree from an accredited four-year college or university is a plus.
+ Prior call center and sales experience
+ Personal Insurance product knowledge
+ Strong verbal and written communication skills
+ Able to multi-task within a high volume sales center environment and make appropriate business decisions quickly.
+ Able to demonstrate a positive and professional demeanor.
+ Adaptable to change.
**What is a Must Have?**
+ High school diploma or GED.
+ Licensing Requirements:
+ InsuraMatch is committed to a positive customer experience that exceeds expectations and to meeting all compliance requirements. As a result, InsuraMatch requires that all InsuraMatch Insurance Advisor Trainees obtain and maintain an insurance license (either Property and Casualty or Personal Lines) in your resident state.
+ Each state will evaluate any/all criminal and financial background incidents to determine license eligibility.
+ Applicants with a felony conviction or pending/unresolved court cases may not qualify for licenses in all required states. It is incumbents' responsibility to provide any/all required court documents needed to obtain your license(s). Travelers does not pay for and/or reimburse the cost or time needed to obtain any documents necessary to complete licensing applications.
+ Failure to pass the licensing exam within two attempts as well as the inability to obtain any required licenses within six (6) months from date of hire may result in termination of employment.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Insurance Advisor/Producer
Insurance sales agent job in Batavia, NY
Job Description
These are the
fun
damental components of the job:
Prospects, solicits, quotes and consults for new Commercial, Personal and Benefit Insurance accounts
Counsels and markets to existing clients
Prequalifies insurance prospects for insurability and quality of risk
Reviews expirations, endorsement, claim, audit and cancellations with Account Manager
Completes all required applications and documentation; obtains signed application
Other
fun
ctions of the job:
Expand and grow in your role when supporting miscellaneous duties as requested
Skills / traits that we value for this role:
Minimum of three (3) years' experience in a similar or related position
Extensive sales skills and customer service focus
Ability to generate new business sales, retain existing business and cross sell other lines of business
Relevant understanding of insurance documents and policy forms
Pertinent knowledge of rating procedures, coverages and industry operations to effectively manage, maintain and write assigned client and prospect lists
Pertinent knowledge of insurance markets and special programs
Property/Casualty license; Insurance designations preferred
Extensive computer skills and knowledge of Microsoft Office, including Word, Excel, PowerPoint & Outlook
Independence
and
ability to function well on a team
Incredible attention to detail and organizational skills
Positive attitude, even in a high stress environment
A need to make customers and coworkers feel important and valued
Capability to work quickly and efficiently
Methodical, yet swift decision-making skills especially in regard to prioritization
Participates in projects on an as-needed basis
Precise communication skills, even under time constraints
A bit about Lawley!
We are not a call center environment
We achieve success by building genuine relationships together, with our teams and clients
We are a family owned insurance broker (nearly 70 years!)
We are deeply committed to the communities we serve and love to get involved
We work hard and play hard!!!
Why Lawley?
Competitive commission structure with opportunity for residuals AND ownership in your book of business!
Expansive Benefits (Medical, Dental, Vision-and SO many more)
Company 401K contribution received starting Day 1 (for participants 21+ years old)
Sales performance coach, educational support, career development, and growth opportunities
Schedule flexibility, and unlimited PTO
Job Security (we've never had a lay-off, even during the pandemic)
Comfortable, family-oriented culture, with an emphasis on work life balance and support
Fulfilling opportunities that align with your career path and our business needs
Compensation for our production/sales positions are based on commissions. In some hiring situations, we may choose to invest and offer an interim base salary based upon an applicant's experiences, background, and potential book of business. If applicable, a reasonable estimate of the current base salary range is $56,750.00 to $101,279.75 PLUS commissions.
Insurance Advisor/Producer
Insurance sales agent job in Batavia, NY
These are the
fun
damental components of the job:
Prospects, solicits, quotes and consults for new Commercial, Personal and Benefit Insurance accounts
Counsels and markets to existing clients
Prequalifies insurance prospects for insurability and quality of risk
Reviews expirations, endorsement, claim, audit and cancellations with Account Manager
Completes all required applications and documentation; obtains signed application
Other
fun
ctions of the job:
Expand and grow in your role when supporting miscellaneous duties as requested
Skills / traits that we value for this role:
Minimum of three (3) years' experience in a similar or related position
Extensive sales skills and customer service focus
Ability to generate new business sales, retain existing business and cross sell other lines of business
Relevant understanding of insurance documents and policy forms
Pertinent knowledge of rating procedures, coverages and industry operations to effectively manage, maintain and write assigned client and prospect lists
Pertinent knowledge of insurance markets and special programs
Property/Casualty license; Insurance designations preferred
Extensive computer skills and knowledge of Microsoft Office, including Word, Excel, PowerPoint & Outlook
Independence
and
ability to function well on a team
Incredible attention to detail and organizational skills
Positive attitude, even in a high stress environment
A need to make customers and coworkers feel important and valued
Capability to work quickly and efficiently
Methodical, yet swift decision-making skills especially in regard to prioritization
Participates in projects on an as-needed basis
Precise communication skills, even under time constraints
A bit about Lawley!
We are not a call center environment
We achieve success by building genuine relationships together, with our teams and clients
We are a family owned insurance broker (nearly 70 years!)
We are deeply committed to the communities we serve and love to get involved
We work hard and play hard!!!
Why Lawley?
Competitive commission structure with opportunity for residuals AND ownership in your book of business!
Expansive Benefits (Medical, Dental, Vision-and SO many more)
Company 401K contribution received starting Day 1 (for participants 21+ years old)
Sales performance coach, educational support, career development, and growth opportunities
Schedule flexibility, and unlimited PTO
Job Security (we've never had a lay-off, even during the pandemic)
Comfortable, family-oriented culture, with an emphasis on work life balance and support
Fulfilling opportunities that align with your career path and our business needs
Compensation for our production/sales positions are based on commissions. In some hiring situations, we may choose to invest and offer an interim base salary based upon an applicant's experiences, background, and potential book of business. If applicable, a reasonable estimate of the current base salary range is $56,750.00 to $101,279.75 PLUS commissions.
Auto-ApplyInsurance Sales Producer
Insurance sales agent job in Albany, NY
TITLE: Insurance Sales Producer REPORTS TO: Vice President - Insurance Agency Manager CLASSIFICATION: Full Time, Exempt STARTING PAY: $68,000 - $85,000 base, plus commission AVAILABILITY: Monday-Friday 8:30am-5:00pm
Plays a key role in generating new revenue by actively developing and closing a pipeline of Property & Casualty (P&C) opportunities. This individual will focus on both commercial and personal lines, leveraging direct outreach and referrals from business partners and centers of influence to drive growth. Through a strategic approach to territory development, targeted prospecting, and consultative selling, the Insurance Sales Producer will be instrumental in expanding the agency's market presence and client base.
Key Responsibilities:
* Proactively prospect to business owners, individuals, and other business partners to generate new P&C sales opportunities; relationship building, networking, campaigns, cold calling and digital lead generation are key.
* Qualify opportunities, gather underwriting/risk data, communicate with underwriting, and quote policies that align with the expressed needs of the prospect/client.
* Demonstrate deep industry knowledge and professionalism while delivering compelling sales proposals-both in person and virtually. Effectively address objections and guide prospects or clients toward tailored insurance solutions that meet their individual or business needs.
* Collaborate with the agency service team members for a seamless transition of new business clients.
* Maintain regular communication with clients to nurture relationships, proactively identify any issues or concerns, and explore opportunities to offer additional products or services available across the organization's divisions. Additionally, serve as the primary relationship manager for select clients.
* Must handle multiple accounts in progress with tight deadlines; strong attention to detail and superior time management skills are required.
* Stay informed of carrier changes and advise both clients and team members accordingly.
* Utilize the office's agency management system as the operational hub-logging all prospecting and client interactions, activity notes, stage changes, and win/loss outcomes; scheduling automated alerts and workflows to ensure deadlines are met.
* Attend community events, foster relationships within professional and personal networks, and participate in activities that drive new business sales goals.
* Performs other duties as may be requested by agency and organization leadership.
Qualifications & Competencies:
* High School graduate (or GED) required.
* Bachelor's degree (Human Resources, Insurance/Risk Management, Business, or related field) preferred.
* Professional designations such as CIC/CLCS/PLCS/CISR preferred.
* Must have valid Property & Casualty licenses or must obtain them within 30-60 days of hire. Ongoing compliance with continuing education requirements is required to maintain the license in good standing.
* 2-5 years of experience in Property & Casualty sales, account management, or customer service within an agency or broker setting. Equivalent or related experience will also be considered.
* Skilled in agency management systems (Applied Epic, preferred).
* Proficiency in handling high-volume phone and email service inquiries, as well as policy quoting, is essential.
* Trusted to handle sensitive PII/financial data.
* Must have access to reliable transportation on short notice and valid driver's license plus ability to maintain this throughout employment.
As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.