Personal Insurance Sales Agent

Reports To: Varies by location

Primary Functions: Perform insurance sales functions.

Duties and Responsibilities:

1. Obtain quote information from Client.
2. Complete Marshall Swift RCE if necessary.
3. Quote risk & prepare application.
4. Request photos of dwellings.
5. Meet with clients to complete application and other required forms.
6. Cross sell other insurance products offered by the agency or credit union.
7. Mail or upload application to Insurance Company (if applicable: send RCE, quote, photos and/or payment with application).
8. Enter client into AMS.
9. Document new business activities and set up suspense's for any follow up.
10. Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters.
11. Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses.
12. Perform other duties as assigned.

Education: High school graduate or equivalent.

Creditable Experience in Lieu of Education: Not Applicable

Experience/Skills: Experience in personal computer operations, including internet and Microsoft product, advanced use of word. Ability to communicate well orally and in writing. Must posses Property/Casualty license. One year as Personal Insurance Account Manager I or two years in a related position within the insurance industry. Ability to multi-task. Possess strong customer service skills, organizational skills. Possess good reasoning abilities. Ability to work independently with minimum supervision and as a team participant. Be able to direct work to Customer Service Representative. Must have the ability to back-up Account Managers in periods of absences for client contact. Must be proficient in all aspects of agency product administration. Insurance designation preferred.

Tenure: Not Applicable

Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
• Click here to view Global’s comprehensive Benefits Programs

Equal Opportunity Employer