What are the responsibilities and job description for the Insurance Representative position at Farmers National Banc Corp.?
This position will assist clients by providing insurance advice regarding Property and Casualty Insurance. The position will be responsible for spearheading these insurance product campaigns in combination with Farmers National Investment Advisors and key bank sales personnel.
ESSENTIAL DUTIES And RESPONSIBILITIES
ESSENTIAL DUTIES And RESPONSIBILITIES
- Conduct regular client meetings and presentations
- Partner with Branch personnel to prospect new clients and service existing clients
- Research health insurance products in order to provide sound information to clients as well as to maintain a current and strong knowledge of market conditions/trends
- Analyze insurance policies for cost/benefit/risk analysis
- Handle incoming client inquiries via phone as well as email
- Handle some clerical duties (filing, faxing, etc.) as necessary
- Some travel between branch offices and/or client residences can be expected
- Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
- Regular, predictable attendance is an essential requirement of this position
- Other duties as assigned
- Bachelor's Degree in Business
- Must have Life, Accident & Health license
- Series 6 securities license preferred (or become licensed within 6 months)
- Minimum of one (1) year experience working with insurance related products
- Prior experience in a sales environment