Responsibilities include, but are not limited to :

• Renew and / or market expiring policies by gathering updated customer information and processing with underwriters / systems for policy issue.
• Meets customers’ daily requests including policy changes, certificates of insurance, provides answers to customer questions.
• Monitors policy expiration list to be certain that expiring policies are renewed.
• Provides administrative support to producers including preparing insurance applications.
• Cross-sell insurance and bank services in a professional manner.
• Complete required training associated with job function.
• Performs other duties as required.

Qualifications Education :

Bachelor’s degree preferred, but not required.

Experience :

• Prior insurance experience is preferred.
• Prior work with Excel, Word and related software is required.

Skills :

• Thorough knowledge of insurance products and coverages.
• High level of organizational and communication skills including the ability to handle multiple simultaneous tasks and establish priorities.
• Ability to empathize with customers and to respond appropriately.
• High level of ability with Word, Excel and related software.
• May be required to work earlier or later than the normal workday.
• Must maintain an Insurance Producers license and a valid driver’s license.
• May require work outside the office, extended hours or customer visits.

Last updated : 2024-05-15