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.

· Service 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.

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