The Clausen Agency is seeking an experienced Commercial Lines Sales Representative. This position offers access to the industries top insurance carriers and the marketing resources needed to pursue and close new accounts. Our proven sales process enables motivated, high energy self-starters the ability to achieve their goals.
This position is primarily responsible for selling new business and renewing accounts in keeping with agency and individual goals. The incumbent conducts and reports sales activities to build a pipeline of prospects, generates sales prospects from various sources and carries the agency’s reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented. This position works collaboratively in relationship building and in identifying accommodating insurance solutions for all customers.
Job Description
Essential Duties and Responsibilities:
- • Develop and sell commercial lines business.
- • Provide immediate follow up on referrals.
- • Make prospecting calls and obtain new accounts.
- • Provide professional risk management advice to prospects and clients.
- • Obtain information for quotes and market account to various insurance carriers w/assistance of staff.
- • Work w/staff to prepare proposals and present to prospects.
- • Plan w/clients to insure premium payment on a timely basis and be responsible for collection.
- • Stay abreast of trends in insurance industry.
- • Make follow up calls on insureds to insure client satisfaction w/insurance program and needs.
- • Monitor commercial expiration lists.
Responsibilities:
- • Minimum of two years of successful Commercial Insurance sales experience through an independent brokerage.
- • NY issued Property & Casualty License required
- • Strong sales skills
- • Goal oriented, highly motivated, Self-starter with strong work ethic.
- • Excellent communication skills – written, verbal, and listening are a requirement.
- • Ability to have success generating leads & closing accounts.
- • Ability to pay close attention to detail and accuracy.
- • Willingness to prospect and network to develop new business
- • Linked into social media.
- • Reliable, trustworthy, & dependable.
- • Excellent customer service skills.
- • Strong negotiation skills.
- • Decision making ability.
- • Have a thorough knowledge of commercial lines insurance.
Benefits:
- • Medical Benefits, Dental and Vision Benefits
- • Simple IRA
- • PTO
Job Type: Full-time
Experience:
- • Insurance Sales (independent brokerage): Minimum - 2 years (Required)
License:
- • NY issued Property & Casualty License required
Job distance:
- • 60 % local travel required
Salary:
- • Mid 50’s
To apply, please send your resume to:
Allison Stines
Personal Lines Sales Team Manager / Licensed Broker
631-744-1732
Allison has been with us for several years, and she really is an amazing person. She is always willing to help anyone in the office with questions they may have, and she always greets our clients with a big smile!
Barbara Jones
Retention Specialist / Licensed Broker
(631) 744-1732
Office Hours: Wednesday - Friday 9am - 4:30pm
Carol Payton
Customer Service / Licensed Broker
631-744-1732
Carol has been with the agency for over 18 years! She knows exactly what it takes to be a supervisor, and also what it means to provide service to our clients!
Danien Debono
Senior Support Specialist
631-744-1732
Danien has been with the agency for several years, and she over sees our Personal Lines Assistants. Danien's team works with our licensed customer service representatives to handle most billing and payment questions for our clients,...
Neil DeVine
Licensed Insurance Broker
(631) 744-1732
Hi, my name is Neil Devine and I hope to become your trusted insurance advisor. Working with over 30 companies, I am sure I can assist you with the search for the best value for your insurance needs. A little about me, I live in...
Terri Kerrigan
Platinum Account Service Specialist / Licensed Broker
(631) 744-1732
I’d like to take this opportunity to introduce myself…my name is Terri Kerrigan. I am a licensed insurance agent/broker with over 30 years of insurance experience. I take pleasure in helping people find the best plan of...
Personal Lines New Policy Underwriting Team
Personal Lines New Policy Underwriting Team
(631) 744-1732