What are the responsibilities and job description for the Licensed Insurance Agent position at Moursund Insurance Agency, Inc.?
Job Summary:
We are a family owned insurance agency and have been in the insurance business for over sixty (60) years. Our current Insurance Agents have been with us for 28 and 40 years and we are very proud to have worked with them all these years. We are seeking a motivated, customer-focused and friendly Insurance Agent with a good work ethic and attitude to join our team. The ideal Insurance Agent will be responsible for providing clients with tailored insurance solutions, building strong relationships, and expanding our customer base through effective sales strategies. This job offers opportunities for professional growth in a fast-paced environment, utilizing a diverse skill set including outside sales, negotiation, and excellent communication skills. The Insurance Agent will play a vital role in delivering exceptional customer service while promoting various insurance products.
Qualifications:
Active Property & Casualty license required
Active Life, Accident. Health & HMO a plus
Experience with agency management systems EZLynx is a plus
Experience with Quickbooks, Microsoft Excel and Microsoft Word is a plus
Proven experience in insurance sales & servicing accounts required
Strong analysis skills to assess client needs and recommend appropriate coverage options
Excellent communication skills, both verbal and written, with the ability to negotiate effectively
Familiarity with sales administration processes and benefits administration is desirable
Demonstrated ability to work independently in outside sales environments and as part of a team
Knowledge of marketing techniques relevant to insurance products is advantageous
Customer service orientation with a professional demeanor and ethical standards
Good attitude and attention to detail is imperative
Compensation & Benefits:
Salary and commission both based upon level of experience
401K and 401K match
Health insurance provided for employee plus one-half of dependent coverage
Dental Insurance
Vision insurance
Life Insurance
Disability Insurance
Responsibilities:
Work with current clients assisting them with their insurance needs
Develop new business
Conduct thorough needs analysis to recommend suitable insurance policies to clients
Negotiate policy terms and premiums to meet client needs while aligning with company guidelines
Manage sales administration tasks such as processing applications, policy renewals, and documentation compliance
Maintain ongoing communication with clients to ensure satisfaction and identify additional coverage opportunities
Assist clients with benefits administration and claims processes, ensuring clarity and support throughout their experience
Utilize marketing strategies to attract new customers and retain existing clients
Uphold HIPAA compliance standards when handling sensitive client information
Provide exceptional customer service by addressing inquiries promptly and professionally
Perform general clerical tasks such s filing, copying and data entry
Manage phone systems and direct calls to appropriate personnel
Maintain organized and computerized filing systems.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person