Insurance Sales Agent

Insurance Sales Representative

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, Medical & 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