Bilingual Commercial Lines Service Consultant

About the role

As a Commercial Lines Service Consultant, you will be involved in several phases of the client experience. You will focus on retaining and building a book of business by working with our existing client base to analyze the current insurance portfolio and provide customized solutions to fit their needs. This role also places a focus on service and sales, as we encourage our Service Consultants to generate cross-sell opportunities and referrals by providing exceptional customer experience.

What You Will Do

• Manage an existing book of business, focusing on growth and retention while delivering exceptional customer service
• Routinely conduct consultative conversations with our clients to ensure all coverage needs are addressed
• Quote and Bind new business from both prospects and existing clients
• Generate cross-sell, referral, and up-sell opportunities
• Completes all required applications and documentation; obtains signed application
• Maintain a professional demeanor in all interactions
• Meet personal and team qualitative and quantitative targets
• Work with customers to provide exceptional service while resolving customer requests such as, but not limited to, billing, endorsement, COI’s, creating insurance documents, etc.
• Support all company initiatives as requested, guided by our company’s WE CARE values, sales culture, and business needs

Requirements

• Must have at least 1 year of insurance experience in Commercial Lines
• Must be bilingual in English & Spanish
• Must have a license to sell Commercial Lines Insurance in NY
• Must possess basic computer skills
• Have experience using AMS360 or other CRM platforms
• Excellent attention to detail and organizational skills
• Ability to work well independently and on a team
• Positive attitude in a fast-paced environment
• Precise verbal and written communication skills
• Capable of working quickly and efficiently

Qualifications

• Must have a High School diploma or equivalent
• Must have an Associate’s Degree or 1+ year of relevant experience

Pay

• $45,000 - $75,000+ / year based on experience (base pay + commission)
• Monthly commissions on new business written by Service Consultant
• Monthly Bonus based on successful achievement of KPIs – up to $1,000 / month
• Percentage of Fees collected on appropriate business

Benefits

• Lucrative incentive sales plans, bonuses, and sales contests
• Comprehensive Benefits package including medical, dental, vision, and life insurance
• Comprehensive paid training and licensing with continuous ongoing training and mentorship
• Additional benefits include paid holiday, vacation, and sick time
• Retirement Plan: A 401K plan with a percentage of company-matched contributions
• Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost

Schedule & Location

This is a full-time position in one of our several offices: Ilion, West Seneca, Newark, Honeoye Falls, Niagara Falls, Lewiston, Monroe, Waterville, Little Falls, Dansville, Williamsville, Lockport, & Corning. We are open to offering a hybrid or remote opportunity for the right candidate.