What are the responsibilities and job description for the Insurance Producer position at Pinnacle Bank?
GENERAL SUMMARY: Responsible for strictly outside insurance sales and service to customers. Responsible for new business development. For more information visit https://www.mypfsinsurance.com RESPONSIBILITIES AND DUTIES:
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- Identify and work opportunities to build a book of business.
- Be actively involved in community organizations and leverage those centers of influence.
- Quickly build rapport with prospects and clients.
- Be a true risk advisor by identifying client risk and recommending the best insurance products.
- Communicate effectively with clients, the account management team, and carrier partners.
- Regular and reliable attendance.
- Assists with other job-related duties as assigned by manager.
- Knowledge of insurance products and services.
- Knowledge of Microsoft Word, Excel, Powerpoint, Outlook and Agency Software.
- Ability to communicate with customers and co-workers in a courteous and professional manner.
- Ability to multi-task, and function as a team player.
- Ability to sell insurance products.
- Ability to work with accuracy, organization, and attention to detail.
- Ability to operate various office machines including switchboard, adding machine, copy machine, etc.
- High School diploma or equivalent.
- Proper insurance licenses.
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