Sales & Client Relationship Specialist/ Insurance Career Opportunity
Allstate Insurance Agency - Briana Ray · Bohemia, NY, US
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About the Role
We are seeking a driven individual to build a career focused on connecting with people and growing with our team. This role offers the opportunity to develop new skills, increase income potential, and make a meaningful contribution by helping individuals and families protect their futures.
Responsibilities
- Build meaningful relationships with new and existing customers.
- Identify insurance needs and recommend appropriate coverage solutions.
- Quote, present, and sell auto, home, life, and additional insurance products.
- Identify opportunities to cross-sell and provide more complete household protection.
- Manage agency-provided leads, referrals, and follow-up opportunities.
- Conduct proactive policy reviews and help customers understand their coverage options.
- Work toward established sales, activity, and production goals.
- Utilize CRM systems, quoting platforms, and technology to stay organized and productive.
- Collaborate with team members to deliver a consistent, professional customer experience.
- Continue developing sales, insurance, and relationship-building skills.
Requirements
- Experience in sales, banking, mortgage lending, financial services, or customer relationship management is preferred.
- Candidates must be willing to obtain required New York insurance licenses before their start date.
- Candidates are responsible for initial licensing and exam expenses.
- Must be comfortable working toward measurable goals and motivated to improve performance.
- Must be willing to learn how to present solutions, overcome objections, and ask for the sale.
- Must take ownership of responsibilities and consistently follow through.
- Must be organized, dependable, coachable, and comfortable with technology.
- Must value teamwork and understand that every customer relationship belongs to the agency.
- Must be looking for long-term career growth and an opportunity to make a meaningful contribution.
Skills
- Relationship-building
- Sales
- Customer relationship management
- Communication
- Goal-oriented
- Adaptability
- Teamwork
- Technology proficiency
Location
- New York
Work Type
- Full-time
Experience Level
- Entry-level to experienced professionals welcome
Education Level
- High school diploma or equivalent required
- New York Property & Casualty and Life insurance licenses required
Salary/Compensations
- Competitive salary
- Bonus based on performance
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Licensing reimbursement opportunity
About the Company
- Briana Ray Agency is an established, locally owned Allstate agency with a large client base and strong community relationships.
- We are committed to developing our people and believe great people deserve more than a phone and a list of cold leads.
- We invest in our team because when you grow, we grow.
- We offer an established book of business, agency-funded leads & marketing, hands-on training & mentorship, multiple products & opportunities, a supportive team environment, career & income growth, and meaningful work.