Provides service to clients' changing insurance needs by selling and servicing property and casualty, life, and health insurance.
Serving existing customers when they make payments, changes and quoting new business for home and auto. D etermining clients' particular needs at appointments; determining extent of present coverage and investments and long-term goals. C alculates 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.
- Maintain a sufficient understanding of and adhere to regulatory compliance as applicable, including BSA/OFAC
S kills 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.
