Insurance Broker

Responsibilities

• Develop and maintain a portfolio of personal and commercial insurance clients in the Upstate New York region.
• Assess clients' insurance needs and provide tailored policy recommendations.
• Negotiate terms and premiums with carriers on behalf of clients.
• Process applications, endorsements, renewals, and claims efficiently.
• Stay up‑to‑date with industry regulations, market trends, and product offerings.
• Meet or exceed quarterly sales targets and contribute to team goals.

Requirements

• Valid New York insurance license (Property & Casualty, Life & Health, or both).
• 2+ years of experience in insurance sales or brokerage.
• Strong communication and interpersonal skills.
• Proven ability to build and retain client relationships.
• Self‑motivated, goal‑oriented, and able to work independently.
• Proficiency with agency management software (e.g., Applied Epic, AMS360) and Microsoft Office Suite.

Benefits

• Competitive base salary plus commission structure.
• Health, dental, and vision insurance.
• 401(k) with company match.
• Paid time off (vacation, sick, holidays).
• Professional development stipend and licensing support.
• Flexible work‑from‑home options two days per week.

FAQ

• What is the onboarding process? New hires complete a two‑week orientation covering company culture, compliance training, and product knowledge, followed by mentorship with a senior broker.
• Do you provide leads? Yes, we supply a steady flow of qualified leads and also support agents in prospecting and networking.
• Is remote work allowed? While the role is primarily office‑based in our Albany office, we offer hybrid scheduling with up to two remote days per week.
• What are the performance expectations? Brokers are expected to meet quarterly sales targets and maintain a minimum client retention rate of 85%.
• How can I apply? Send your résumé and cover letter to the email address listed above with the subject line “Insurance Broker Application – [Your Name]”.