Insurance Representative

Overview

This role involves advising clients on Property and Casualty insurance products, leading related product campaigns, and collaborating with financial advisors and bank sales staff to drive business.

Key Responsibilities

• Facilitate regular meetings and presentations for clients to discuss insurance options.
• Work closely with branch team members to identify and engage new and existing customers.
• Conduct thorough market research on health insurance products to provide accurate, up-to-date guidance.
• Evaluate insurance policies by assessing cost-effectiveness and associated risks.
• Address client questions through phone and email communications promptly.
• Perform necessary administrative tasks such as filing and faxing.
• Travel occasionally between branch offices or client locations as required.
• Complete all mandatory and optional training courses, including compliance with Bank Secrecy Act and Anti-Money Laundering regulations.
• Maintain consistent and dependable attendance.
• Undertake additional responsibilities as assigned by management.

Qualifications

• Bachelor’s degree in Business or related field.
• Possession of Life, Accident & Health insurance license is mandatory.
• Holding a Series 6 securities license is preferred or willingness to obtain it within six months.
• At least one year of professional experience with insurance products.
• Demonstrated background working in sales roles.

Additional Information

The employer uses E-Verify to confirm employment eligibility. The company is committed to equal employment opportunities, especially concerning disabilities and veteran status.