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Personal Lines Account Representative - Cobleskill, Schoharie

Posted on: 10/23/2014 12:00:00 AM

The Personal Lines Account Representative will identify, contact, and develop prospective clients, oversee clients' business in small commercial and personal lines of insurance, and follow SEFCU and NYS practices.

  • Possess a Personal Lines Property & Casualty License
  • Have at least one year of Personal Lines or Commercial Lines insurance experience with a concentration in sales
  • Have experience with Applied/TAM or similar Agency management experience
  • Be able to customize insurance programs to suit individual customers, often covering a variety of risks
  • Be motivated to sell to meet needs and reach goals
  • Enjoy developing client/company relationships
  • Be a self-starter and possess product knowledge, prospecting skills, general math skills, and excellent organizational skills to handle high call volume and compliance-related tasks
  • Have the desire to be part of a fun team looking to make a difference in the lives of our members and communities

SEFCU Insurance Agency offers a comprehensive benefits package that includes partially paid health and dental insurance, flexible spending accounts, and 401(k) with employer match.

Send resume to:
SEFCU Human Resources
700 Patroon Creek Boulevard
Albany, NY 12206
Fax 518-464-5363
E-mail us at

Equal Employment Opportunity/Affirmative Action Employer - Minority/Females/Veterans/Individuals with a Disability

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