Job Description

Role:

The Insurance Agent sells insurance and assists customers with all insurance needs.

Essential Functions & Responsibilities:

• Contacts prospective customers about insurance products and policies.
• Meets with potential customers to discuss adequacy of existing insurance coverage and related financial resources.
• Explains various insurance policies and products to potential and existing customers; guides customers in selecting coverage to best meet their needs.
• Suggests modifications and updates to customer's existing insurance policies.
• Builds customized insurance policies and packages to meet customer's needs.
• Processes insurance policy renewals.
• Assists customers with filing insurance claims.
• Maintains print and electronic records and files as required.
• Promotes and represents the agency and makes referrals to other departments.
• Performs other job-related duties as assigned.

Performance Management:

• Provide helpful and informative service and support to all customers and associates.
• Troubleshoot and resolve customer and internal inquiries in a timely and accurate manner.

Knowledge, Skills and Abilities:

Education and/or Experience.

• High School Degree or General Education Degree (GED).
• Licensed to sell insurance in applicable state.
• Willingness to test for additional licenses.

Interpersonal Skills.

• Excellent written and verbal communication skills.
• Ability to keep accurate records.
• Proficiency in Microsoft Office Suite programs or similar software.
• Must be able to maintain a high level of confidentiality and work independently.
• Excellent time management, communications, interpersonal and organizational skills.

Certificates, Licenses, Registrations: Licensure in Property/Casualty and Life/Health or Crop Insurance.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing this job the employee would occasionally be required to carry loads up to and including 24lbs. It is frequently necessary to bend, squat, reach above the shoulder level, crouch, kneel, balance and push/pull equipment. Firm grasping/fine manipulation with the right/left hand is necessary. In an 8-hour day, the employee can expect to sit about 6 hours.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Security First Bank is an Affirmative Action and Equal Opportunity Employer, Minority / Female / Disabled / Veteran / Gender Identity / Sexual Orientation.

Job Tags

Similar Jobs