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Job Field: Office Jobs
Location: SPOKANE, WA
Salary: $-
Job Type: Part Time

JOB SUMMARY:

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               <td align="left"><font style="font-size: 100%;">Insurance Sales and Customer Service Agent<BR>Location: Washington - Spokane<BR>Job Code: 2848<BR>FLSA Status: Non-Exempt<BR>Employment Duration: Full Time<BR><BR><BR>Description<BR><BR>POSITION SUMMARY:<BR>Works directly with HomeStreet Bank loan officers, branch personnel, referrals, current customers and outside sources to acquire new customers and policies. Responsible for daily servicing of new and renewal accounts.<BR><BR>ESSENTIAL JOB FUNCTIONS:<BR>Serve and cross-sell insurance products to new and existing customers.<BR>Process quotes, renewals, endorsements, policy changes, cancellations and any other miscellaneous information received from clients or carriers.<BR>Handle incoming customer phone calls, faxes, emails and special requests.<BR>Process new business insurance lead referrals daily from bank loan officers.<BR>Provide quotes and follow up on new leads generated through the mail and Internet.<BR>Motivate loan officers and outside sources to refer new business to the agency.<BR>Determine sales strategies and tactics to increase customer base and cross sell additional products.<BR>Build and maintain rapport with co-workers, clients, loan officers, clients and insurance company underwriters.<BR>Maintain accurate customer records by updating policy information as needed in agency management database.<BR>Be familiar with on-line company manuals, rating programs and any coverage changes. Adhere to all systems, procedures and insurance regulations.<BR>Use probing questions to determine insurance needs, and then sell appropriate products.<BR>QUALIFICATIONS:<BR>High school diploma or equivalent required. College and/or insurance classes/certification strongly preferred.<BR>2 years of personal lines experience at agency or insurance company is required.<BR>Must possess current property and casualty license. Life license preferred. <BR>Familiarity with agency markets and preferences for appropriate market selections for accounts.<BR>Knowledge of comparative rating software program (IBQ), on-line rating programs and agency management system such as AMS 360.<BR>Excellent communication skills by phone, written and in person contact.<BR>Possess excellent organization, detail orientation, and judgment skills. Able to learn quickly, be accurate in completing responsibilities with strong attention to detail and documentation.<BR>Professional designation such as CSIR, CIC, CPCU, ARM desired, but not required<BR>Highly professional in all standards, skills and manner in dealing with clients, insurance agents and others; pleasant and courteous demeanor, demonstrates strong business etiquette and must dress appropriate for professional office environment.<BR>Work cooperatively by maintaining positively strong effective communication and working relationships with co-works and manager.<BR>Accept responsibility for handling confidential information<BR>Must be able to work as a team player by:<BR>Willingness to assume additional responsibility/duties and or projects as they arise.<BR>Able to be accommodating by accepting change, be it internally, market or regulatory                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  </font></td>
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