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Insurance Agent - Madison

Friendship State Bank
  • Madison, Wisconsin
    30+ days ago

    Job Description

    Job Title:         Insurance Agent                                                                                
    Reports to:      Insurance Agent Supervisor            
    Summary:  Sells and markets insurance services and cross sells bank services
     
    Essential Duties
    • Services existing clientele/prospects.
    • Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program or to make changes in beneficiaries.
    • Calls insurance company for insured.
    • Rewrites policies for customers.
    • Prospecting, calling and sales (client development and growth)
    • Continues multi-line account development
    • Contacts prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.
    • Calculates and quotes premium rates for recommended policies.
    • Accurately processes insurance applications and associated forms for policy issue or change processing.
    • Represent company at community events.
     
    Non-essential Duties
     
    Other duties as assigned by management
     
    Knowledge, Skills, and Abilities:
    • Excellent customer service skills
    • The ability to prioritize and make on-the-spot decisions.
    • Basic knowledge of all bank products 
    • Ability to work in a fast-paced environment
    • Ability to work well under pressure
    • Ability to cross sell
    • High degree of accuracy
    • Strong communication skills
    • Organizational skills
    • Knowledge of various federal regulations
     
    Training and Experience:
    • High school diploma or GED required
    • One to two years experience; or
    • Equivalent combination of education and experience
    Conditions of Employment:
    • Must travel as required.
    • Must pass background check.
    • Property and Casualty State License
     
     
    NOTE:  Friendship State Bank reserves the right to modify, interpret, or apply this job description, as it desires.  This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position.  This job description is not an employment contract, implied or otherwise.  The employment relationship remains “at-will”.  The aforementioned job requirements may be changed to fulfill any obligation(s) to reasonably accommodate qualified individuals with disabilities.
     
     
     
    Friendship State Bank
    Summary of Physical, Sensory, and
    Environmental Requirements
    Needed to Perform Essential Job Duties
     
    Job Title:      Insurance Agent            
    A.    Physical Requirements                                                                                                                      
    1.     Lifting:  Up to 20 pounds.
    2.     Carrying:  Up to 20 pounds.
    3.     Pushing/Pulling:  Up to 20 pounds.
    4.     Use of Equipment: Computers, telephones, calculators, office equipment
     
     
    Continuously
    Frequently
    Occasionally
    Not At All
    Explanation
    5.     Sitting
     
    x
     
     
     
    6.     Standing
     
    x
     
     
     
    7.     Walking
     
    x
     
     
     
    8.     Bending                          
     
     
    x
     
     
    9.     Stooping
     
     
     
    x
     
    10.   Crawling                        
     
     
     
    x
     
    11.   Climbing
     
     
     
    x
     
    12.   Reaching Above Head
     
     
    x
     
     
    13.   Grasping:
            a.     One Hand
     
     
    x
     
     
     
            b.     Both Hands
     
     
    x
     
     
    14.   Fine Manipulating:
            a.     One Hand
     
     
     
     
    x
     
            b.     Two Hands
     
     
     
    x
     
     
    B.    Environment Requirements
     
    Continuously
    Frequently
    Occasionally
    Not At All
    Explanation
    1.     Exposed To Marked Changes In Temperature
     
     
     
     
    x
     
    2.     Outside Work
     
     
     
    x
     
    3.     Exposure to Dust, Fumes, Odors, Water, Etc.
     
     
     
     
    x
     
    4.     Exposure to Biological, Mechanical, Electrical, and/or Chemical Hazards
     
     
     
     
     
    x
     
    5.     Normal (Inside) Environment
    x
     
     
     
     
     
    C.    Sensory Requirements
    1.     Eyesight                         
     
     
     
     
    Explanation
            a.     Normal/Corrected
    x
    Necessary
     
    Not Necessary
     
            b.     Close Eye Work
     
    Necessary
    x
    Not Necessary
     
            c.     Other
     
    Necessary
    x
    Not Necessary
     
     
    2.     Hearing
     
     
     
     
     
            a.     Normal Tones
    x
    Necessary
     
    Not Necessary
     
            b.     Soft Tones
     
    Necessary
    x
    Not Necessary
     
            c.     Other
     
    Necessary
    x
    Not Necessary
     
    3.     Distinguish Smells
     
    Necessary
    x
    Not Necessary
     
    4.     Distinguish Temperatures         By:
     
     
     
     
     
            a.     Touch
     
    Necessary
    x
    Not Necessary
     
            b.     Proximity
     
    Necessary
    x
    Not Necessary
     

    Numbers & Facts

    LocationMadison, Wisconsin
    Websitehttps://www.friendshipstatebank.com/careers

    Skills

    • Analysis Skillsunmatched
    • Banking Servicesunmatched
    • Communication Skillsunmatched
    • Cross-Sellingunmatched
    • Customer Support/Serviceunmatched
    • Establish Prioritiesunmatched
    • Federal Laws and Regulationsunmatched
    • High School Diplomaunmatched
    • Insuranceunmatched
    • Insurance Salesunmatched
    • Lift/Move 20 Poundsunmatched
    • Organizational Skillsunmatched
    • Policy Developmentunmatched
    • Salesunmatched
    • Sales Managementunmatched
    • Sales Prospectingunmatched
    • Willing to Travelunmatched

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