Top 28712 Associate Portfolio Management Jobs

Commercial Lines Service Consultant (required to have an active Property & Casualty license)
InsureOne Insurance Services America LLC —Ilion, NY
- $45,000 - $75,000 a year
- Hybrid work
- Spanish
- Computer literacy
- English
- Paid training
- Paid holidays
Quick Apply
14d
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Commercial Banking Specialist
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Financial Advisor - Tampa, FL
Florida Financial Advisors —Tampa, FL
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10d
Associate Attorney
Silberman Law Firm, PLLC —Dallas-Fort Worth, TX
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Community Association Manager
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GN Associates Realty, Inc. —State College, PA
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Associate Attorney
Silberman Law Firm, PLLC —San Antonio, TX
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1d
Patent Prosecution Associate
Heslin Rothenberg Farley & Mesiti P.C. —Rochester, NY
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AFSOC Field Skills Instructor
Vector Solutions —Hurlburt Fld, FL
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Commercial Lines Service Consultant (required to have an active Property & Casualty license)

InsureOne Insurance Services America LLC -
Ilion, NY

Quick Apply

Job Details

$45,000 - $75,000 a year
14 days ago

Benefits

Paid training
Paid holidays
Health insurance
Dental insurance
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Computer operation
Customer communication
Commercial insurance policies
English
Property & Casualty License
High school diploma or GED
Computer skills
CRM system proficiency
Commercial Lines License

Full Job Description

Our Company:

Join the winning team at InsureOne Insurance Services America, part of the Confie Family of companies, now part of Alliant Insurance Services, the largest insurance agency in the US. At InsureOne, we specialize in Personal Lines, Commercial, Life and Group Benefits insurance. InsureOne provides insurance solutions to hundreds of thousands of customers across all fifty states. InsureOne is actively licensed in all 50 states and currently has 50+ Brick and Mortar locations in 10 states with 2 National Service/Sales Centers located in the Eastern and Central time zones.

Come Grow With Us!

We are looking for energetic, bright, and talented individuals who want opportunities for career growth to join our team of insurance professionals offering Personal Lines, Commercial/Business, Life and Health insurance to hundreds of thousands of customers across the US. We are working to grow the InsureOne brand and are looking for the right people to be a part of this amazing journey while taking your career and income potential to new heights!

What You Will Do:

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.

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
Hybrid work environment possible, with time in office and then remote once expectations are met and mutual agreement has been established between individual and management (if candidate has appropriate licensing).

Work Experience:

Must have at least 1 year of experience in the Insurance industry in Commercial Lines with experience working with admitted carriers; surplus lines market experience a plus
Must be fluent in English
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
Fluent in Spanish a plus, but not required

Education:

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

Our Perks!

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

Office address: The position is available in Ilion, West Seneca, Honeoye Falls, Niagara Falls, and Marcy, NY.

Pay Range:

Base: $45,000 - $75,000 / year based on experience

+ 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

More about us:

The Confie family of companies has successfully acquired and integrated over 100 acquisitions since 2008. This demonstrates our desire for continued growth and our ongoing commitment to being the most trusted source of insurance solutions, so our customers can have peace of mind! While our offices work independently for that hometown feel, we have the resources that a corporate environment offers to provide stability, growth opportunities, and risk support, when needed.

PBU

Licenses & Certifications

Required

Dept of Insurance License

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

Associate Portfolio Management jobs

Commercial Lines Service Consultant (required to have an active Property & Casualty license)

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