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in New York, NY

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Hours Full-time, Part-time
Location New York, NY
New York, New York

About this job

Position Summary: To work closely with a top performing producer as an integral part of a team that actively manages and grows a book of fascinating and diverse clients. Learn how to produce and mange clients as a team with strong economic upside.

Essential Functions:
  • Assist producer in driving new sales opportunities and preserving his existing book of business.
  • Principal assignment will be to work with referral partners – financial advisors, accountants, trust & estate attorneys, family business consultants and corporations to encourage lead generation.
  • Create and manage marketing strategies to help drive more sales leads by:
  • Developing annual plan for each referral partner with goals and activities that are monitored on a regular basis:
    • Visits and education
    • Marketing/campaign initiatives
    • Introductions to other firms/people to help partners grow
  • Help coordinate and mange client activities and service issues throughout Crystal organization to maximize client experience.
  • Research each client introduction to determine if other opportunities that can be developed
  • Review existing clients by referral partner looking for account rounding opportunities
Knowledge, Education, and Experience:

Formal Education and Job-Related Experience

This position requires a minimum formal education of Bachelor’s Degree.

Minimum of 3 years of client experience in personal and commercial insurance required.

Strong interpersonal skills, verbal/oral communication skills and good sales instincts strongly preferred.

Microsoft Office Suite proficiency required.

Agency Management System, Sales Force and social media proficiency is desirable.

Ability to pay attention to details and balance multiple tasks required.

License, Registration and/or Credential Requirement

P&C License is required for this position

Minimum Knowledge

Requires basic employment skills in clerical, service, or manual areas as well as a minimum of 3 years of client experience in the personal and commercial insurance.