- Location
- Ackley, IA
- Department
- Insurance
- Seniority
- Senior
- Experience
- 2+ years
- Education
- Bachelor
- Source
- Paylocity
Description
Description
Scope:
The Senior Insurance Producer is responsible for all insurance product sales and service.
Accountabilities:
The Senior Insurance Producer will:
- Develop a base for long-term sources of clients by using referrals, as well as occupational and special interest groups to compile lists of prospects.
- Approach potential clients by utilizing mailings, phone solicitation and group presentations.
- Approach potential clients with an emphasis on agricultural and commercial policies, and be able to offer quotes for life, health, disability, auto, home, business, crop insurance, and annuities.
- Obtain underwriting approval by completing the application for coverage.
- Complete the coverage by delivering policies and planning future follow-up visits and evaluation of needs.
- Maintain a file of current customer policies and review files as necessary with customers.
- Actively cross-sell additional policies on existing accounts.
- Receive and forward policy payments to the agency or institution for premiums.
- Review insurance policies with customers.
- Participate in community activities as needed and any other activities that may arise.
- Perform other duties as requested or assigned.
Requirements
Qualifications:
- Education:
- 4-year degree and/or applicable Insurance training
- Experience:
- 2 years professional experience with Insurance background
- Special Requirements:
- P & C and Commercial Licenses
Competencies Critical to Effective Performance are:
- Relationship Building-understands that a primary factor in success is establishing and maintaining productive relationships
- Initiative-takes action without being prompted
- Integrity-thinks and acts ethically and honestly
- Problem Solving & Decision Making-identifies problems, solves them, acts decisively and shows good judgment
- Creativity-generates original ideas, encourages new ways of thinking, explores options, and develops innovative solutions
- Results Orientation-maintains appropriate focus on outcomes and accomplishments
- Composure-maintains emotional control under challenging and stressful circumstances
- Conflict Management-recognizes that conflict can be a valuable part of the decision-making process
- Presentation Skills-organizes and delivers public speeches that effectively inform or persuade audiences
- Team Player-shares resources, responds to the needs of other departments and supports the larger organizational agenda
Skills
Underwriting