Address
Form of workDescription
Job Duties:
Requirements
Skills and Qualifications:
Excellent Customer Service Skills, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysis, must be/become Licensed in Property & Casualty.
Physical Qualifications:
Job Duties:
- Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
- Service existing customers with payments/endorsement changes/quoting new business for home and auto.
- Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
- Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Obtains underwriting approval by completing application for coverage.
- Completes coverage by delivering policy, planning future follow-up visits and evaluations of needs.
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
- Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
- requirements Maintain a sufficient understanding of and adhere to regulatory compliance as applicable, including BSA/OFAC
Requirements
Skills and Qualifications:
Excellent Customer Service Skills, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysis, must be/become Licensed in Property & Casualty.
Physical Qualifications:
- Able to lift &/or carry up to 25 lbs. if needed (banker boxes)
- Able to sit or stand for extended periods of time.
- Dexterity of hands and fingers to operate a computer keyboard and mouse.
