Personal Insurance Sales Agent

About the role

Perform insurance sales functions.

Responsibilities

• Obtain quote information from Client.
• Complete Marshall Swift RCE if necessary.
• Quote risk & prepare application.
• Request photos of dwellings.
• Meet with clients to complete application and other required forms.
• Cross sell other insurance products offered by the agency or credit union.
• Mail or upload application to Insurance Company (if applicable: send RCE, quote, photos and/or payment with application).
• Enter client into AMS.
• Document new business activities and set up suspense's for any follow up.
• Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters.
• Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses.
• Perform other duties as assigned.

Requirements

• High school graduate or equivalent.
• Property/Casualty license.
• One year as Personal Insurance Account Manager I or two years in a related position within the insurance industry.
• Experience in personal computer operations, including internet and Microsoft products, advanced use of Word.
• Ability to communicate well orally and in writing.
• Ability to multi-task.
• Strong customer service skills and organizational skills.
• Good reasoning abilities.
• Ability to work independently with minimum supervision and as a team participant.
• Ability to direct work to Customer Service Representative.
• Ability to back-up Account Managers in periods of absences for client contact.
• Proficient in all aspects of agency product administration.
• Insurance designation preferred.

Pay

Starting base salary range: $63,233 - $99,908 annually, determined based on candidate experience, qualifications, education, and applicable local or state wage requirements.

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan with HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays