Position Summary:

The Insurance Agent position is responsible for identifying sales opportunities for insurance plans and overseeing a portfolio of clients. This position will be required to identify risk management strategies, handle new and renewed policies, track claims, sell life, property, casualty, health, automotive, Farm/crop or other types of insurance with minimal direction and supervision.

The Insurance Agent must exhibit the ability to independently exercise responsibility regarding planning work, establishing priorities, and maintaining appropriate documentation and records on insurance customers. This position will be expected to develop and maintain a knowledge of insurance regulatory compliance matters.

This position will also be responsible for managing all existing insurance customers, develop new business in accordance with the Bank’s established policies and procedures. The Insurance Agent will have extensive customer contact and will work closely with bank personnel to cross-sell products and services.

The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.

Essential Functions:

To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Core Values

Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest.

Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities.

Finds A Way - This simply put, is nothing more than attitude. It’s a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.

Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.

Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it’s about ownership. When an employee says they will do something, they follow through and get it done.

Education and Experience:

Required - High School diploma or GED, etc.

Required - Continuing Education to maintain job knowledge.

Required – Three to Five years of experience as an Insurance Agent

The employer has the right to revise this position description at any time. The position description is not a contract for employment.

Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.

Education

• High School or better

Skills

• Critical Thinking in business decisions.
• Relationship Building
• Agility and Adaptability.
• Professionalism

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)