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Insurance Agent - Madison

Insurance Agent - Madison

friendship state bankMadison, WI

yesterday

Insurance Sales AgentsInsurance Claims and Policy Processing ClerksSecurities, Commodities, and Financial Services Sales Agents
Insurance Agencies and BrokeragesAll Other Insurance Related ActivitiesDirect Property and Casualty Insurance Carriers
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Job Title: Insurance Agent
Reports to: Insurance Agent Supervisor
Summary: Sells and markets insurance services and cross sells bank services
Essential Duties:
  • Services existing clientele/prospects.
  • Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program or to make changes in beneficiaries.
  • Calls insurance company for insured.
  • Rewrites policies for customers.
  • Prospecting, calling and sales (client development and growth)
  • Continues multi-line account development
  • Contacts prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.
  • Calculates and quotes premium rates for recommended policies.
  • Accurately processes insurance applications and associated forms for policy issue or change processing.
  • Represent company at community events.
  • Non-essential DutiesOther duties as assigned by management
  • Knowledge, Skills, and Abilities:
  • Excellent customer service skills
  • The ability to prioritize and make on-the-spot decisions.
  • Basic knowledge of all bank products
  • Ability to work in a fast-paced environment
  • Ability to work well under pressure
  • Ability to cross sell
  • High degree of accuracy
  • Strong communication skills
  • Organizational skills
  • Knowledge of various federal regulations
  • Training and Experience:
  • High school diploma or GED required
  • One to two years experience; orEquivalent combination of education and experience
Conditions of Employment: Must travel as required. Must pass background check. Property and Casualty State LicenseNOTE: Friendship State Bank reserves the right to modify, interpret, or apply this job description, as it desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains "at-will". The aforementioned job requirements may be changed to fulfill any obligation(s) to reasonably accommodate qualified individuals with disabilities. Friendship State Bank Summary of Physical, Sensory, and Environmental Requirements Needed to Perform Essential Job Duties
Job Title: Insurance AgentA. Physical Requirements1. Lifting: Up to 20 pounds.2. Carrying: Up to 20 pounds.3. Pushing/Pulling: Up to 20 pounds.4. Use of Equipment: Computers, telephones, calculators, office equipment ContinuouslyFrequentlyOccasionallyNot At AllExplanation5. Sittingx6. Standingx7. Walkingx8. Bendingx9. Stoopingx10. Crawlingx11. Climbingx12. Reaching Above Headx13. Grasping:a. One Handxb. Both Handsx14. Fine Manipulating:a. One Handxb. Two HandsxB. Environment Requirements ContinuouslyFrequentlyOccasionallyNot At AllExplanation1. Exposed To Marked Changes In Temperaturex2. Outside Workx3. Exposure to Dust, Fumes, Odors, Water, Etc.x4. Exposure to Biological, Mechanical, Electrical, and/or Chemical Hazardsx5. Normal (Inside) EnvironmentxC. Sensory Requirements1. Eyesight Explanationa. Normal/Correctedx NecessaryNot Necessaryb. Close Eye Work NecessaryxNot Necessaryc. OtherNecessaryxNot Necessary2. Hearinga. Normal Tonesx NecessaryNot Necessaryb. Soft Tones NecessaryxNot Necessaryc. OtherNecessaryxNot Necessary3. Distinguish Smells NecessaryxNot Necessary4. Distinguish Temperatures By:a. Touch NecessaryxNot Necessaryb. Proximity NecessaryxNot Necessary

Also on the board Same function, level within a rung

Level

Junior

Location

Madison, WI

Occupation

Insurance Sales Agents

Industry

Insurance Agencies and Brokerages

Posted

yesterday

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