Insurance Agent - Madison
Posted
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
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Continuously
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Frequently
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Occasionally
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Not At All
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Explanation
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5. Sitting
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x
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6. Standing
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x
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7. Walking
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x
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8. Bending
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x
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9. Stooping
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x
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10. Crawling
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x
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11. Climbing
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x
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12. Reaching Above Head
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x
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13. Grasping:
a. One Hand
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x
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b. Both Hands
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x
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14. Fine Manipulating:
a. One Hand
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x
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b. Two Hands
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x
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B. Environment Requirements
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Continuously
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Frequently
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Occasionally
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Not At All
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Explanation
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1. Exposed To Marked Changes In Temperature
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x
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2. Outside Work
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x
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3. Exposure to Dust, Fumes, Odors, Water, Etc.
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x
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4. Exposure to Biological, Mechanical, Electrical, and/or Chemical Hazards
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x
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5. Normal (Inside) Environment
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x
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C. Sensory Requirements
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1. Eyesight
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Explanation
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a. Normal/Corrected
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x
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Necessary
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Not Necessary
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b. Close Eye Work
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Necessary
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x
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Not Necessary
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c. Other
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Necessary
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x
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Not Necessary
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2. Hearing
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a. Normal Tones
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x
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Necessary
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Not Necessary
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b. Soft Tones
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Necessary
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x
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Not Necessary
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c. Other
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Necessary
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x
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Not Necessary
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3. Distinguish Smells
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Necessary
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x
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Not Necessary
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4. Distinguish Temperatures By:
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a. Touch
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Necessary
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x
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Not Necessary
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b. Proximity
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Necessary
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x
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Not Necessary
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