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Insurance Representative (Remote NY)

Company: Pearl Companies
Location: Albany
Posted on: January 26, 2023

Job Description:

Responsible for telephone marketing and sales of insurance products to member/clients. Meets established sales targets and other quality of business factors. Significantly contributes to business retention efforts.

  • Sells insurance products to prospective member/clients by making and receiving telephone calls. Makes calls to existing member/clients in an effort to upgrade and/or cross-sell additional products. Responsible for meeting individual sales and quality of business targets. Reviews and analyzes sales reports and other data to monitor progress towards stated goals. Provides input to management to help identify opportunities to improve sales. -
  • Calculates and presents quotes and writes insurance applications. Follows up regarding pending or incomplete transactions as needed. -
  • Participates in business retention activities as directed by management. Contacts former member/clients to encourage reinstatement of insurance coverage and reduce termination rate.
  • Assists with marketing activities, such as mailing or faxing promotional information, fulfillment packages, and enrollment forms to prospective and current member/clients. Keeps members informed about available products and services, pricing, and new insurance products and/or promotions. -
  • Tracks inbound sales calls by assigning source code. Generates a monthly sales summary for manager outlining sales statistics.
  • Responds to member/client inquiries and resolves problems professionally, accurately and on a timely basis. Refers questions to an appropriate resource if unable to resolve problem.
  • Maintains insurance product knowledge and selling techniques.QualificationsEducationRequiredAssociates or better in Business Administration or related field.ExperienceRequired1 year: 1+ year of sales experience, preferably in the insurance industry; or an equivalent combination of education and experience. Insurance sales and/or telemarketing experience preferred.

Keywords: Pearl Companies, San Francisco , Insurance Representative (Remote NY), Other , Albany, California

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