MidWestOne Bank

  • Insurance Agent

    Status
    Non-Exempt
    Type
    Full-Time
    Location
    202 Main St
    City
    Melbourne
    State
    IA
    Location : Address 2
    120 W Center
    Location : City
    Conrad
    Location : State/Province
    IA
    Hours Per Week
    40
    Benefits Package
    Yes - Full Time Package
  • Overview

    Sell new business to ensure continued profitable growth according to specific goals. Prospect for new clients, sell additional coverages to existing clients, and retain existing accounts. This position will focus on Personal Lines and Life insurance, but may include small Commercial and Ag.

    Responsibilities

    Is responsible for overall customer service care for insurance customers including the opening and servicing of accounts, and referring other products and services to appropriate banking personnel. Must obtain state licenses for all insurance products to be sold. Call on prospects and sell new policies, call on existing clients, seek referrals. Strong customer service skills with internal and external customers required.

     

    • Develop and implement an approved sales business plan, based on global agency sales goals. Meet annual sales goals
    • Actively cross sell and refer prospects to the appropriate department
    • Maintain prospect list of clients for agency's targeted business in agency prospect system
    • Contact prospects, schedule appointments, adn make sales presentations
    •  Complete applications, quotations, and proposals in appropriate carrier proprietary system or agency management system
    • Arrange payment terms for all accounts in accordance with agency credit and collections policy
    • Gather information on renewals as needed (this will be unusual except on the largest accounts)
    • Balance production to achieve desired mix of business
    • Keep abreast of trends and techniques, and use agency selling aids to maintain a competitive status for the agency within the industry
    • Attend sales seminars, company sales meetings, or educational activities needed to improve sales techniques and stay up-to-date on the latest developments in the marketplace
    • Maintain records of continuing education and attend needed training to maintain insurance license
    • Participate in/direct any special projects at management’s request

    Qualifications

    Product knowledge, college degree preferred. 3-5 years of prior sales/production and marketing/underwriting experience, in an agency or company setting. Excellent communication skills essential. Experience with TAM On-line Agency Management system would be helpful. Proficiency with Microsoft Office applications required.

                   License required. API, AAI, ARM, CIC, or CPCU completion essential.

     

    A proven proactive-sales personality, work ethic and attitude with one to two years of direct sales experience in the financial services industry is required. Ability to source new business leads and follow-through to the sale is expected.

     

     

     

    At MidWestOne Bank diversity is embraced and we are committed to equal employment opportunity regardless of race, color, religion, sex, national origin, sexual orientation, gender identity, creed, Veteran status, disability, or any other legally protected status.  If you have a disability or special need that requires accommodation, please let us know. 

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