Retail Sales Agent

Job Summary

Core Responsibilities/duties

• Gain working knowledge and understanding of various carriers’ programs and websites necessary to update and produce retail client quotes.
• Prepare and process quotes for internal retail sales customers, online quote requests, dealers, lenders and provide support where.
• Aid with agent calls and questions regarding WebQuoter, as.
• Follow up with retail sales centers regarding signed applications, payments and additional documents needed for current and/or future policies.
• Review appraisals, specification sheets for value and Verify signed applications, confirm, and process payments as required to bind and issue.
• Prepare documents for mortgage.
• Escrowed premium billing to Issue service contracts submitted by Independent Retail.
• Any additional duties as assigned by supervisor or department vice.

Required Job Skills

• High school diploma or Property & Casualty license.
• Minimum of (1) year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales.
• Proficient with Microsoft Word, Outlook, Excel, and 10-key adding.
• Excellent phone, Internet and communication skills and critical thinking ability and good math.
• Good organizational skills with ability to multitask and work independently in a fast-paced.

Work Environment and Physical Demands

• Must be able to remain in a stationary position 50% of the time and be able to operate a computer or other office productivity machinery on a constant basis.
• Frequently required to communicate with co-workers and policy holders with the ability to exchange accurate information, as necessary.
• Occasionally required to move about the office, ascend/descend stairs or a ladder or position self to maintain computers at workstation, including under the desk or other low areas.
• Occasionally required to move and place objects weighing less than or equal to 20 pounds.
• Noise level in the work environment is usually moderate.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The employer may, at its discretion, modify or adjust the position to meet the company’s changing needs. Standard Casualty Company is committed to providing equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.