Bsa Jobs

About The Position

Requirements

• High School Diploma or GED required, (Associates Degree in Business preferred)
• Must have Property and Casualty License and Life License
• Minimum of three (3) years’ experience working with insurance related products required
• Prior experience in a sales environment
• E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.

Responsibilities

• Provide continuing sales and service of existing sales book while fostering new client relationships by determining their particular insurance needs addressing short and long term goals.
• Responsible for the development, training, and retention of the agency workforce.
• Responsible for producers to cross sell products to their existing accounts.
• Maintain high quality of underwriting to preserve loss ratios.
• Develop and perpetuate productive relationships with each carrier.
• Conduct regular client meetings and presentations
• Partner with Branch personnel to prospect new clients and service existing clients
• Handle incoming client inquiries via phone as well as email and in person contact
• Uncover and close new sales opportunities for P&C and Life and Health insurance plans
• Create and deliver various production reports to management on a weekly, monthly, quarterly and annual basis
• Hire, train, develop and lead a team of customer service reps to provide exceptional service and maintain a high retention threshold for all policy holders during renewal or in the face of competitive activity
• Maintain high degree of industry and product knowledge for the benefit of clients and the agency
• Meet and exceed client needs and expectations by answering coverage and policy change questions in a timely manner
• Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures.
• Maintain compliance with all appropriate rules and regulations.
• Regular, predictable attendance is an essential requirement of this position