Insurance Sales Agent

EXEMPT                                                                                         JOB TITLE: Insurance Sales Agent

 

REPORTS TO:  Chief Operations Officer       

 

POSITION SUMMARY:  Grow the agency’s portfolio through marketing insurance products to prospective customers and educating existing customers on additional products to meet their needs. 

 

ESSENTIAL FUNCTIONS:

Job Specific

• Actively work to build a profitable book of business by identifying and closing qualified leads.
• Meet or exceed the individual sales goals established annually.
• Actively engage in networking and establishing centers of influence
• Participate in ongoing training, education, and sales meetings to improve sales skills and enhance industry and product knowledge.
• Coordinate client service with the account management team for new business, renewals, reviews, and claims.
• Generate opportunities to account round, cross-sell and refer business within the First State company.
• Promote the business relationship between First State Insurance and the carriers with which we work.
• Provide clients with strong technical advice and risk management services that meet their insurance needs while ensuring compliance with all company policies and regulations.
• Maintain accurate customer records by entering appropriate data into the customer management system; completing necessary paperwork/applications; reviewing new and renewal policies.
• Mentor new agency employees on agency procedure as necessary.
• All other duties as assigned.

 

Agency Specific

• Exhibit professionalism, including personal appearance and attitude.
• Provide assistance, information, and support to co-workers.
• Provide prompt assistance and information to all customers (internal and external).
• Regular attendance. Report to work on time; adhere to time frames for breaks and lunch.
• Be responsible and accountable for own actions.
• Maintain confidentiality at all times. 
• Cross-sell company services.
• Deliver exceptional customer service.
• Participate in appropriate training opportunities and in a timely manner.
• Behave ethically. Immediately report any concerns to Human Resources or upper-level management.
• Be alert to surroundings and familiar with all crises procedures, including but not limited to, robbery.
• Comply with all policies, procedures, and regulations.

 

SUPERVISORY RESPONSIBILITY:  None

 

MINIMUM JOB REQUIREMENTS:

• EDUCATION/EXPERIENCE REQUIREMENTS: Bachelor’s Degree in business administration or related field and/or relevant insurance industry experience required.
• LICENSE, CERTIFICATIONS, ETC.: Current Nebraska Property and Casualty (P&C) insurance license required (or ability to obtain within a specified period of time.).  Valid motor vehicle driver’s license or provisional operator’s permit.

 

KNOWLEDGE, SKILLS, AND ABILITIES (KSA’S):

• Working knowledge of personal computer (Microsoft Office products). 
• Attentive to detail and very accurate. 
• Ability to use general office machines.
• Must be attentive to detail and very accurate. 
• Self-motivated. 
• Ability to interact effectively with customers, management, and other employees. 
• Critical and analytical thinking skills, problem solving abilities.
• Strong customer orientation.
• Strong communication skills, both orally and written. 
• Must be flexible, able to work under pressure to meet deadlines and prioritize workflow. 
• Organizational skills, courtesy, and diplomacy. 
• Sound judgment. 
• Ability to hear well enough to communicate with customers, co-workers, and outside bank personnel.
• Ability to read and write.

 

PHYSICAL DEMANDS:

• Normal daily physical activities include walking, standing, sitting, stooping, bending, pushing, pulling.
• Daily lifting up to 10-30 pounds (i.e. storage files, office supplies and equipment, etc.)

 

WORK ENVIRONMENT: Typically, indoors, environmentally controlled. This position may require travel by car to visit other company locations and to make on-site customer visits.  May require work on evenings and weekends to meet with customers.   

 

Note: The statements herein are intended to describe the general nature and level of work being performed by the employee assigned to this position.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of the employee.