What are the responsibilities and job description for the Insurance Agent position at GRAPEVILLE AGENCY ASSOCIATES LLC?
Insurance Agent Job Responsibilities:
- Provides service to clients’ changing insurance needs by selling life, home, auto, motorcycle, business & disability insurance.
- Establishes productive working relationships with clients.
- Develops base for long-term sources of clients.
- Compiles lists of prospects.
- Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
- Ascertains clients’ long-term goals.
- Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Communicates with adjusters.
- Obtains underwriting approval by completing application for coverage.
- Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs.
- Provides continuing service by providing direct deposit forms, processing changes in beneficiary, and analyzing policy loan applications.
- Provides death benefits by delivering policy proceeds and reassessing client needs.
- Updates job knowledge by participating in educational opportunities, maintaining personal networks, and participating in professional organizations.
- Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.
Insurance Agent Qualifications/Skills:
- Prospecting skills
- Meeting sales goals
- Motivation for sales
- Product knowledge
- Organizational skills
- Attention to detail
- Strong communication skills
Education and Experience Requirements:
- High school diploma or equivalent
- BA in finance, business, economics, or a related field is preferred
- NY State insurance license
- Continuing education credits
Additional Compensation:
- Commission
- Bonuses
Schedule::
- Monday to Friday
Job Types: Full-time, Commission
Pay: $45,000.00 - $75,000.00 per year
Benefits:
- 401(k) matching
- Paid time off
Supplemental Pay:
- Bonus opportunities
Experience:
- relevant: 1 year (Required)
License/Certification:
- Property & Casualty License (Required)
Willingness to travel:
- 25% (Preferred)
Work Location: In person
Salary : $45,000 - $75,000