Insurance Agent/Customer Service Representative

Job Responsibilities

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

Job Duties

• Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
• Serves existing customers with payments/endorsement changes/quoting new business for home and auto.
• Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
• Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
• Obtains underwriting approval by completing application for coverage.
• Completes coverage by delivering policy, planning future follow-up visits and evaluations of needs.
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
• Maintain a sufficient understanding of and adhere to regulatory compliance as applicable, including BSA/OFAC

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.