Insurance Sales Agent

04th August, 2026

Our client, Rochester, NY, is seeking an Insurance Sales Agent to join their team!
This is an on-site/full-time/direct hire position
Salary for this role based on experience: $60k-$65k

Job Responsibilities 40% New Premium: Actively sell relevant insurance products and services during all appropriate interactions. Responsible for effectively closing sales and meeting overall monthly and annual scorecard goals.

20% Multiline: Proactively recommend bundled insurance policies such as Auto with Home, Renters, Umbrella, etc. to grow a book of business & meet the defined goals/targets.

15% CSAA Premiums: Actively promote and sell CSAA products by leveraging in-depth knowledge of their offerings. Build strong relationships with clients to understand their needs and recommend suitable products, ensuring alignment with client requirements and company objectives.

15% Quality: Ensure all insurance applications, policy documents, and client records are completed accurately and in compliance with industry regulations & company standards. Regularly audit work to identify & correct errors and stay updated on changes in insurance laws & guidelines to ensure all documentation reflects current requirements. Maintain a high standard of customer service by adhering to products and industry regulations to offer the best possible advice and solutions to clients.

10% New Members: Offer a Club-focused sales approach & continuously promote all Club products/services. Effectively sell memberships to meet/exceed outlined expectations.

Job Specific Requirements

• Responsible for obtaining and maintaining the required license or certification in an active status
• Able to display working knowledge of carrier offerings, processes, and requirements
• Ability to work evenings, weekends, & events as required by business need/Leadership directive
• Working knowledge of computer software and the ability to effectively navigate multiple systems
• Must be able to resolve problems and work under pressure to diffuse member concerns
• Work under pressure during periods of high volume
• Ability to multitask in various areas of insurance sales and service

Qualifications & Experience

• Education- High School or better.

Preferred

• Prior sales and/or insurance experience.
• Licenses & Certifications

Required

• NYS P&C Insurance

Applicants must be authorized to work in the U.S.

We are an equal-opportunity employer. We do not discriminate in hiring or employment against any individual based on race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws.