Senior Personal Insurance Sales Agent
Alaska USA Insurance Brokers - Juneau, AK

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Primary Functions:

Perform insurance sales functions.

Duties and Responsibilities:
  • Obtain quote information from Client.
  • Complete Marshall Swift RCE if necessary.
  • Quote risk & prepare application.
  • Request photos of dwellings.
  • Meet with clients to complete application and other required forms.
  • Cross sell other insurance products offered by the agency or credit union.
  • Mail or upload application to Insurance Company (if applicable: send RCE, quote, photos and/or payment with application).
  • Enter client into AMS.
  • Document new business activities and set up suspense's for any follow up.
  • Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters.
  • Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses.
  • Assists with training new sales agents.
  • Perform other duties as assigned.
  • Qualification Requirements:
  • Education - High school graduate or equivalent.
  • Creditable Experience in Lieu of Education - Not Applicable
  • Experience/Skills - Experience in personal computer operations, including internet and Microsoft product, advanced use of word. Ability to communicate well orally and in writing. Must posses Property/Casualty license. Two years as Personal Insurance Account Manager or three years in a related position within the insurance industry. Ability to multi-task. Possess strong customer service skills, organizational skills. Possess good reasoning abilities. Ability to work independently with minimum supervision and as a team participant. Be able to direct work to Customer Service Representative. Must have the ability to back-up Account Managers in periods of absences for client contact. Must be proficient in all aspects of agency product administration. Insurance designation preferred.
  • Tenure - Not Applicable

  • Alaska USA Federal Credit Union - 12 months ago - save job - block