Insurance Agent

AgWest Farm Credit•Woodland, CA

4d•Hybrid

About The Position

AgWest Farm Credit is seeking an Insurance Agent II or Insurance Agent III to join their California Lending and Insurance department. This full-time role is responsible for providing high-quality, profitable, and constructive insurance products and related services to customers. The position involves proactive marketing, portfolio management, and representing AgWest positively to customers, insurance professionals, and the public. AgWest is a member-owned financial cooperative serving farmers, ranchers, agribusinesses, and other rural clients across the Western United States, with a history spanning over 100 years as part of the Farm Credit System.

Requirements

Bachelor’s degree in business or ag-related field or equivalent experience
Ability to market, sell, and effectively negotiate terms on behalf of AgWest, both verbally and in writing
Understanding of the local insurance industry and agricultural markets
Knowledge of agricultural practices and crop and livestock production
Working knowledge of FCIC regulations and procedures, including legal terminology
Ability to understand, interpret, and explain insurance policies and procedures
Appropriate State Insurance Agent Licenses
Generally, requires three to five years' experience selling, servicing, or supporting crop insurance policies.

Nice To Haves

Knowledge of Farm Credit policies and procedures, eligibility requirements and products

Responsibilities

Market and sell insurance products by communicating with and receiving information from customers in the office and off-site.
Actively solicit sales from referral sources, including internal staff. May also develop sales leads from direct mail campaigns, lists and telemarketing.
Establish rapport with and develop and maintain confidence of customers and other related professionals by: Educating customers on the crop insurance processes; effectively communicating rates, fees, terms and time frames with the customer; consistently meeting timeframe and product expectations; and, following through to ensure the customer and others are satisfied with the service and final product.
Gather needed information through interviews in person, by phone, or using the Internet. Read and understand production information from various sources including, but not limited to, customer records and tax records.
Comply with Federal and individual company’s documentation expectations, submission timelines, procedures, laws and regulations.
Maintain state agent’s license through required continuing educational training/seminars.
Work with insurance representatives to resolve policy issues that affect producer’s insurance coverage.
Communicate proactively to ensure excellent customer service and seek to ensure profitability of assigned portfolio.
Represent and communicate the values, purpose and mission of AgWest to employees, customers, the public and target audiences. This may include joining or actively supporting appropriate organizations and civic groups and actively participating in sponsored events and programs.
Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls.
Other duties as assigned.