What are the responsibilities and job description for the Insurance Agent/CSR position at JB Victor Insurance?
About us
JB Victor Insurance is an independent agency located in Philadelphia, PA. We are a professional, agile and friendly team helping individuals and businesses in taking care of protection needs with competitive rates. We represent multiply carriers and hence able to compare rates that are most competitive with customized coverage.
Our primary goal at JB Victor Insurance is to provide our clients with a personal touch that most companies simply don’t offer anymore. Whether it’s providing our customers an annual review or assisting them through the claims process, we are willing to do whatever we can to help our clients feel secure. We strive to get to know our customers as people, not merely clients.
Our vision is to exist as an insurance agency that consistently exceeds our clients expectations in all aspects of doing business. We will ensure that our customers view us as trusted professional insurance advisors. Furthermore, we will foster a productive workplace environment in which our employees can thrive.
We currently have openings for Part time/Full time positions - Insurance Agent/CSR.
The ideal candidate is a self-starter who is driven to achieve. This position is responsible for understanding the clients' needs and providing solutions to help them reach their goals. Our customers are at the center of this role and will have the support of our team behind them.
Responsibilities:
- Advise clients on the coverage and type of insurance that best fits their needs.
- Review the client's insurance portfolio with them to determine if the coverage is appropriate.
- Analyze the client's financial situation to determine the appropriate type of insurance to purchase.
- Analyze risk factors such as age and health history to determine if the client is an appropriate candidate for certain insurance policies.
- Build a new model to determine risk factors in order to provide better service.
- Look at trends in data in order to determine future risk factors.
Job Type: Permanent
Pay: $30,000.00 - $60,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Supplemental Pay:
- Bonus opportunities
Work Location: In person
Salary : $30,000 - $60,000