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.
ESSENTIAL DUTIES AND RESPONSIBILITIES include any or all of the following. Other duties may be assigned.
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.
To perform this job 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.
Education and Experience:
Associate’s degree in business, marketing or related field and 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
Basic PC skills required, including spreadsheet and word processing software
Certifications and Licenses:
Current NYS Life, Accident and Health license
Pearl Carroll & Associates brings decades of experience and expertise to our work as administrator, broker, and consultant of insurance programs for individuals, nonprofit associations, and membership organizations.
Our specialty is providing members and employees with the option to purchase personal insurance products at their workplace via payroll deduction.
This approach provides a value-added way to supplement group employee benefit programs while simultaneously providing oversight of the products offered, and on ongoing endorsement of quality.
With 100 employees and nearly 950 years of combined years of dedication to this specialty, Pearl Carroll & Associates serves our clients and customers with skill, attention to detail, and integrity.