2 open roles
Insurance Agent - Madison
Job description
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 Duties Other 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; or Equivalent combination of education and experience Conditions of Employment: Must travel as required. Must pass background check. Property and Casualty State License NOTE: 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 Agent A. Physical Requirements
- Lifting: Up to 20 pounds.
- Carrying: Up to 20 pounds.
- Pushing/Pulling: Up to 20 pounds.
- Use of Equipment: Computers, telephones, calculators, office equipment Continuously Frequently Occasionally Not At All Explanation
- Sitting x
- Standing x
- Walking x
- Bending x
- Stooping x
- Crawling x
- Climbing x
- Reaching Above Head x
- Grasping: a. One Hand x b. Both Hands x
- Fine Manipulating: a. One Hand x b. Two Hands x B. Environment Requirements Continuously Frequently Occasionally Not At All Explanation
- Exposed To Marked Changes In Temperature x
- Outside Work x
- Exposure to Dust, Fumes, Odors, Water, Etc. x
- Exposure to Biological, Mechanical, Electrical, and/or Chemical Hazards x
- Normal (Inside) Environment x C. Sensory Requirements
- Eyesight Explanation a. Normal/Corrected x Necessary Not Necessary b. Close Eye Work Necessary x Not Necessary c. Other Necessary x Not Necessary
- Hearing a. Normal Tones x Necessary Not Necessary b. Soft Tones Necessary x Not Necessary c. Other Necessary x Not Necessary
- Distinguish Smells Necessary x Not Necessary
- Distinguish Temperatures By: a. Touch Necessary x Not Necessary b. Proximity Necessary x Not Necessary
Description copied from Friendship State Bank's careers page. Read the full posting before you apply.