What are the responsibilities and job description for the Insurance Sales Associate position at Farm Bureau Financial Services?
Basic Function:
To offer administrative and sales support for Agent/employer in the production of multi-line insurance products and to place phone calls to set up appointments with current accounts as well as to set up appointments with prospective accounts.
Principal Accountabilities:
· Handle phone calls
· Handle policy changes
· Cross-Sell including client reviews
· Prepare sales proposals
· Maintain prospect database
· Computer updates and review client records
· Record Keeping
· Daily mail
· Inventory control-supplies
· Filing
· Setting appointments and annual reviews for agent
· Pre-approach mailings
· Other administrative duties as assigned
Qualifications:
· Minimum hiring age 18
· High School diploma or equivalent
· State Insurance License - Property/Casualty and Life/Health licenses mandatory
· Insurance Industry experience required
· Excellent oral and written communication skills
· Computer knowledge
· Excellent organizational skills
· Motivated, self-starter
· All Non-Affiliated Appointments cancelled
Job Type: Full-time
Pay: $25.00 per hour
Benefits:
- Paid time off
Education:
- High school or equivalent (Required)
Experience:
- Insurance Industry: 1 year (Preferred)
License/Certification:
- Life & Health Insurance License (Required)
- Property & Casualty License (Required)
Work Location: In person
Salary : $25
