Insurance Rep

POSITION SUMMARY

Supports the Insurance Department with administrative, technological, compliance, sales, and licensing requirements. Provides positive attitude towards a pro-active sales culture to enhance and grow a profitable customer base. Provides customer service by responding to customer inquiries with appropriate information. Performs clerical and other duties as assigned.

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ESSENTIAL FUNCTIONS

Reasonable Accommodations Statement

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform essential functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned:

1) Provides high-quality customer service by greeting customers, using customer names, asking appropriate questions, having appropriate product knowledge to determine needs, goals, and suitability requirements of customers. Communicates effectively with other staff in all offices to further enhance compliance, policies, and teamwork on a timely basis.

2) Provides information by promptly answering telephone, directing telephone inquiries and customers to proper personnel, and answering basic customer inquiries. Transfers more complex inquiries to proper personnel.

3) Manages personal line/customer accounts including sales and service, renewals, billings, and maintenance on the Agency database with accuracy and speed. Maintains software updates and insurance manuals with updated materials

4) Provides service by assisting with mail routing and processing mail on a timely basis, performs filing duties, recording, and dating correspondence as required. Maintains current inventory and ordering of supplies on a timely basis.

5) Provides additional financial services to customers by responding to customer questions with referrals to MBT Investment Center, Loan Department, and other retail banking departments.

6) Provides teamwork and support in other areas by assisting other customers and employees that are not within your normal job duties. Builds customer relationships by assisting in non-essential duties involving fairs, parades and other bank activities as required.

7) Provides accurate knowledge of state regulations pertaining to insurance licensing requirements and MBT policies pertaining to written materials, advertising, and any correspondence internal or external.

Education:

• High School Diploma or equivalent. Two or more years of working knowledge of business or insurance office skills.

Experience:

• Two or more years of working knowledge of business or insurance office skills.

Certificates, Licenses, Registrations

• Property and Casualty Personal Lines license required within 90 days of hire.
• Commercial Lines license within 6 months of hire.
• Other licenses will be considered.