Personal Lines Insurance Agent

Job Description

Job Description

Company Description Burt Anthony Associates is an established insurance agency based in Delmar, New York. The company serves individuals, families, and businesses with a range of insurance solutions tailored to their coverage needs. Team members work in a professional, client-focused environment with opportunities to build long-term relationships in the local community. The organization values integrity, personalized service, and expertise in helping clients protect their assets and manage risk.

Role Description The Licensed Insurance Agent is a full-time, on-site role located in Delmar, NY. This role involves meeting with prospective and existing clients to assess their insurance needs, recommend appropriate coverage options, and explain policy features and benefits. The agent will prepare quotes, process applications, manage renewals, and assist clients with policy changes and claims-related questions. Daily responsibilities include maintaining accurate records, following up on leads, collaborating with brokerage partners, and staying current on insurance products and regulatory requirements.

Qualifications

• Strong skills in Insurance Sales, with the ability to identify client needs and present suitable insurance solutions.
• Knowledge of Insurance products and Insurance brokerage practices across personal and commercial lines.
• Foundational understanding of Finance to discuss premiums, deductibles, and coverage options clearly.
• Demonstrated Customer Service skills, including active listening, clear communication, and professional follow-through.
• Valid insurance license in the state of New York.
• Ability to work on-site, manage multiple client accounts, and maintain organized documentation.
• Comfort with basic office technology and agency management systems; prior experience in an insurance agency is a plus.
• Engage with prospective and existing clients through outside sales efforts to identify their insurance needs and present tailored solutions.
• Build strong customer relationships by providing clear communication, personalized advice, and ongoing support.
• Conduct thorough analysis of clients’ insurance portfolios to recommend appropriate coverage options across property casualty, health, life, and commercial insurance lines.
• Negotiate policy terms and premiums effectively to secure mutually beneficial agreements while ensuring compliance with insurance regulations.
• Manage sales administration tasks using CRM (Customer Relationship Management) systems to track leads, follow-ups, and policy details efficiently.
• Educate clients on insurance benefits, coverage options, and regulatory requirements to foster informed decision-making.
• Collaborate with underwriters and insurance carriers to facilitate smooth policy issuance and claims processes.

Benefits:

• Health insurance
• Paid time off

License/Certification:

• Insurance License (Required)

Work Location: In person