Job Description

Job Title

Salary Range: $21.20 - $31.83 Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.

Benefits worth writing home about: Medical, dental, and vision coverage for employees and their families; Life, disability and family leave; 401(k) and Roth 401(k) with employer match; Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts; Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work; Free employee checking account and employee home loan discounts. *For eligible employees averaging 20 or more hours per week.

EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information. Additional information about our data collection practices and location specific notices is available on our privacy policy.

Job Description Summary

Responsible for daily servicing of clients, review of client's current policy renewals and remarketed as needed. Work current client base to reach out to clients that currently have mono-line business with agency to cross-sell other lines of business.

Job Details

Primary Functions:

• Service and cross-sell insurance products to new and existing customers.
• Process quotes, renewals, endorsements, policy changes, cancellations and any other miscellaneous information received from clients and carriers.
• Handle incoming customer phone calls, faxes and emails and special requests.
• Determine sales strategies and tactics to increase customer base and cross sell additional products.
• Maintain accurate customer records by updating policy information as needed in agency management database.
• Be familiar with on-line company manuals, rating programs and any coverage changes.
• Adhere to all systems, procedures and insurance regulations.
• Use probing questions to determine insurance needs, and then sell appropriate products.
• Make servicing and sales telephone calls with current and new customers.

Qualifications:

• High school diploma or equivalent required. College and/or insurance classes/certification preferred.
• Minimum 2 years' personal lines experience at agency or insurance company.
• Licensed in Washington state for property and casualty insurance.
• Familiar with agency markets and preferences for appropriate market selections for accounts.
• Strong written and verbal communication skills with a customer service orientation.
• Ability to handle confidential information with the highest level of discretion.
• Possess excellent organization, detail orientation, and judgment skills. Able to learn quickly, be accurate in completing responsibilities with strong attention to detail and documentation.
• Highly professional in all standards, skills and manner in dealing with clients, insurance agents and others. Pleasant and courteous with strong business etiquette and adherence to dress code standard.
• Work cooperatively by maintaining positively strong effective communication and working relationships with co-works and manager.
• Willingness to assume additional responsibility/duties and or projects as they arise.
• Ability to accept and facilitate change, whether indicated by corporate needs, market or regulatory requirements.
• Dependable and self-starter who has the ability to work without constant/on-hands supervision.
• Regular and punctual attendance is required.

Mental and Physical Considerations:

• Able to operate a Personal Computer and view information on a monitor.
• Must be able to sit for many hours each day.
• Must be able to communicate via telephone and possess dexterity to include reaching and bending.
• May be required to stand for extended periods of time.
• May occasionally find it necessary to meet customers outside of the office.
• Ability to lift or carry up to 10 pounds.
• Ability to speak and understand English and express ideas and have difficult conversations in person and over the telephone.
• Ability to listen and comprehend speech.
• Ability to problem solve, make decisions, interpret data and information, read, write and organize information in an orderly manner.
• Willing and able to travel occasionally as needed.

Work Environment:

• Normal business office environment.
• Ability to work in artificial light for extended periods of time.

This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position.

Area: Retail Banking (Sales)

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