Commercial Insurance Agent - Aiken, Augusta or Columbia
About The Position
Responsible for quoting, selling and servicing products while providing excellent customer service. Position is responsible for seeking potential clients for commercial insurance. Will work directly with the customer on service needs, as well as assisting sales agents. Assist Bank personnel and Financial Services Officers with business calls to solicit commercial insurance Actively develop, grow and manage commercial clients within Security Federal footprint Complete insurance applications for new insurance policies Process and/or re-market renewal policies Follow up and complete underwriting from insurance company Establish customer in agency management system Receipt payment, upload to appropriate insurance company/PFC and complete end-of-day report Scan documents to agency management system Initiate endorsements with insurance company and update in agency management system Update policy expiration report and policy renewal report weekly to retain customers Send postcards, new market letters of other insurance literature as needed Assist branch personnel and/or other agents as needed Provide excellent customer service to co-workers and public Keep current with applicable license laws and regulations Follow all Bank Secrecy Act policies and procedures in order to assist in detecting and preventing money laundering and other illegal activities being conducted through the company
Requirements
- Property and Casualty Insurance license required.
Nice To Haves
- Bi-lingual experience a plus.
Responsibilities
- Quoting and selling insurance products
- Servicing insurance products
- Providing customer service
- Seeking potential clients for commercial insurance
- Assisting sales agents
- Assisting Bank personnel and Financial Services Officers with business calls to solicit commercial insurance
- Developing, growing and managing commercial clients
- Completing insurance applications for new insurance policies
- Processing and/or re-marketing renewal policies
- Following up and completing underwriting from insurance company
- Establishing customer in agency management system
- Receipt payment, upload to appropriate insurance company/PFC and complete end-of-day report
- Scanning documents to agency management system
- Initiating endorsements with insurance company and update in agency management system
- Updating policy expiration report and policy renewal report weekly to retain customers
- Sending postcards, new market letters of other insurance literature as needed
- Assisting branch personnel and/or other agents as needed
- Providing excellent customer service to co-workers and public
- Keeping current with applicable license laws and regulations
- Following all Bank Secrecy Act policies and procedures in order to assist in detecting and preventing money laundering and other illegal activities being conducted through the company
Benefits
- Competitive salary and benefits package.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
