What are the responsibilities and job description for the Insurance Agent Wabash/Warsaw position at Crossroads Bank?
Selling and servicing property and casualty, life, and health insurance to clients' ever changing insurance needs.
- Completes coverage by delivering policy, planning future follow-up visits and evaluations of needs.
- Service existing customers with payments/endorsement changes/quoting new business for home and auto.
- Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
- Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
- Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Obtains underwriting approval by completing application for coverage.
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
- Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
- Requirements Maintain a sufficient understanding of and adhere to regulatory compliance as applicable, including BSA/OFAC
