Insurance Agent - Madison
About The Position
Sells and markets insurance services and cross sells bank services. Services existing clientele/prospects. Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program or to make changes in beneficiaries. Calls insurance company for insured. Rewrites policies for customers. Prospecting, calling and sales (client development and growth). Continues multi-line account development. Contacts prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances. Calculates and quotes premium rates for recommended policies. Accurately processes insurance applications and associated forms for policy issue or change processing. Represents company at community events.
Requirements
- High school diploma or GED required
- One to two years experience; or Equivalent combination of education and experience
- Must travel as required.
- Must pass background check.
- Property and Casualty State License
- Excellent customer service skills
- The ability to prioritize and make on-the-spot decisions.
- Basic knowledge of all bank products
- Ability to work in a fast-paced environment
- Ability to work well under pressure
- Ability to cross sell
- High degree of accuracy
- Strong communication skills
- Organizational skills
- Knowledge of various federal regulations
Responsibilities
- Services existing clientele/prospects.
- Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program or to make changes in beneficiaries.
- Calls insurance company for insured.
- Rewrites policies for customers.
- Prospecting, calling and sales (client development and growth)
- Continues multi-line account development
- Contacts prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.
- Calculates and quotes premium rates for recommended policies.
- Accurately processes insurance applications and associated forms for policy issue or change processing.
- Represent company at community events.
- Other duties as assigned by management
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
