| FLSA Status: Non-Exempt
Reports To: Manager FLNB Insurance Agency
Job Summary:
Work as an independent insurance agent to broker and sell to business and individual’s various types of insurance to include property and casualty, life, health, and vehicle. Assures compliance is followed as it pertains to Insurance state and federal law as well as policies and procedures that are applicable to state and federal banking regulations.
Essential Job Functions:
• Provide an Exceptional Customer Experience; Owns client experience by being courteous, welcoming, friendly and provide prompt attention.
• Work directly with insurance partners and brokers submitting applications, coordinating underwriting requirements and ensuring approval in a timely manner.
• Use a customer-focused, needs-based review process to educate customers about customized insurance options.
• Generate leads, schedule appointments, identify customer needs, and promote appropriate products to build new and maintain existing relationships.
• Monitors delinquent accounts and performs collections efforts.
• Participate in community activities that promote company brand in effort to organically grow business.
• Perform administrative tasks, such as maintaining files and handling policy renewals.
• Performs other duties as assigned.
• Work with partners to refer business to other lines of business within the bank.
Supervisory Responsibilities:
This position is not responsible for supervising any employees.
Education & Job Qualifications:
• Minium 3 to 5 years of experience working in an insurance agency or an equivalent combination of education and experience.
• Must be licensed by the State of Texas to sell a variety of Insurance and securities.
• Extensive knowledge of corporate insurance principals, programs, policies, and practices with the ability to interpret and apply complex insurance and risk management concepts.
• Excellent organizational, time management, and communication skills with an ability to work independently.
• Strong analytical, critical thinking and follow-up skills.
• Proficient with MS Office
• The position demands a person with an outgoing and pleasant personality.
• Ability to work within a team environment and interact with all levels of the organization.
Work Environment:
• Travel – as needed.
• Office working conditions.
• Frequently required to sit for long periods of time.
• Occasionally required to stand, walk, and reach with hands and arms.
This job description is not an inclusive list of all duties and responsibilities of the position. It Is to perform any other job-related duties as assigned. FLNB Insurance Agency reserves the right to amend and change responsibilities to meet business and organizational needs.
EEO/AAP Policy Statement:
FLB and its subsidiaries provide equal employment opportunity to all individuals’ regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.
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