Insurance Agent
Eckburg & Bates Insurance Agency - Loves Park, IL

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Position Overview
Provides service to clients' changing insurance needs by selling auto, home, commercial and life and health insurance.

Essential Job Functions

  • Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Approaches potential clients by utilizing mailings, phone solicitation, centers of influence and cold calling.
  • Determines clients' particular needs by scheduling fact-finding appointments; determining extent of present coverage; ascertaining long-term goals.
  • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Calculate premiums and establish payment method.
  • Obtains underwriting approval by completing and submitting application for coverage.
  • Completes coverage by delivering and explaining policy.
  • Plan follow-up visits and evaluations of needs and make suggestions of additions or changes.
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.
  • Updates job knowledge by attending meetings, seminars, programs and continuing education courses; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Maintain client files in the computer system and utilize system to complete job functions

Non-essential Job Functions

  • Meet established objectives including but not limited to: accuracy, efficiency, account development and account retention
  • Attend regular company meetings
  • Participate in special projects when needed
  • Complete continuing education requirements to maintain an active license

Other Skills/Abilities

  • Excellent people skills
  • Prospecting skills
  • Ability to meet sales goals
  • Outside sales experience or the desire for outside sales
  • Developing and retention of client relationships
  • Product knowledge and/or the ability to learn about various products
  • General math skills
  • Strong analytical and organization skills
  • Dependability
  • Applied management system knowledge a plus
  • Insurance industry experience a plus

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties to meet the ongoing needs of the organization.

We are an Equal Opportunity Employer


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