Description

Serving existing customers when they make payments, changes and quoting new business for home and auto. Determining clients' particular needs at appointments; determining extent of present coverage and investments and long-term goals. Calculates and quotes rates for coverage and long-term strategy. Obtains underwriting approval by completing application for coverage.  Builds client base.

• Updates job knowledge by participating in educational opportunities
• Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests.
• 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.

Summary

Provides service to clients' changing insurance needs by selling and servicing property and casualty, life, and health insurance.