Independent Insurance Agent
Prospect and solicit referrals for new insurance business. Collect information and submit applications for insurance work with underwriting to secure competitive insurance quotes. Sell policies to insured. Provide ongoing sales support.
Essential Duties and Responsibilities:
- Taking insurance applications, quoting rates, or discussing insurance terms with applicants
- Prepare new and renewal insurance documentation
- Document management in TAM online
- Documentation as required
- Other monitoring, maintenance, and research as assigned
- Refer business to other divisions
- Assists with supporting the Compliance and BSA programs of the bank
- Complete required on-line training and other training as assigned
- Community involvement and leadership
- Business development
- Other duties may be assigned
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor’s degree or equivalent from four-year College; or one to three years related experience and/or training; or equivalent combination of education and experience. Possess appropriate insurance license. Property/Casualty and/or Life/Health as determined upon hire.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardizations exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Basic personal computers skills required. Experience with or ability to learn Applied Systems/TAM online agency management software/system.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, peripheral vision and ability to adjust focus. While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms.
Job Type: Full-time
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Vision insurance