Sales & Client Relationship Specialist/ Insurance Career Opportunity at Allstate Insurance Agency - Briana Ray | Bohemia, NY, US | Rezi

Sales & Client Relationship Specialist/ Insurance Career Opportunity at Allstate Insurance Agency - Briana Ray

Sales & Client Relationship Specialist/ Insurance Career Opportunity

Allstate Insurance Agency - Briana Ray · Bohemia, NY, US

1 weeks ago

Sales & Client Relationship Specialist/ Insurance Career Opportunity

Allstate Insurance Agency - Briana Ray · Bohemia, NY, US

11 days ago
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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.