Job Description
At Insure Forward, our greatest asset is our employees. The commitment to our employees is shown by investing in them through a competitive compensation package, professional development opportunities, and having an Employee Stock Ownership. Working for a widely respected company with a rich tradition, in an atmosphere of enthusiasm, positivity, with a culture grounded in teamwork focused on the future is what can be expected at Bank Forward…It’s Simply the Forward Way!
Benefits: Health (Traditional and High-Deductible plan options), Dental, Vision, Medial & Dependent Care FSA, HSA, 401k, Employee Stock Ownership, Company paid Life and Long-term disability insurance, Voluntary paid benefits, Paid Time Off, Holidays. Extended Medical Absence Leave.
Work Hours: Full-time; Monday through Friday, 8:00-5:00pm.
Skills / Requirements / Qualifications:
Sell variety of insurance products, including personal, commercial, benefits, etc.
Calculate and quote premium rates for policies and cross-sell bank products and services.
Develop prospective customers for new business and manage the retention of existing accounts.
Develop all information and recommendations for prospective and renewal accounts including completed applications adhering to agency policies and procedures.
Negotiate insurance sales, collect necessary premiums, and arrange for binders and certificates.
Service insurance policies for clients, field customer questions, and follow up with policy holders to explain change and suggest additions.
Maintain quarterly listings of new business, lost business, and pending business.
Respond to customer insurance policy requests in person and by phone.
Review all division activities relating to the public, customers, and companies.
Provide expertise to personal and commercial departments on service issues.
Prepare required accounting paperwork and other reports.
Assist in the monitoring and collection of accounts receivable.
Comply with applicable banking, insurance, tax, and investment laws and regulations.
Equal Opportunity Employer