Personal Insurance Sales Agent - WA

Alaskausa Mortgage Company Federal Way , WA 98003

Posted 2 months ago

Description

Reports to: Personal Insurance Office Manager- Washington

Functions Supervised: None

Primary Functions: Perform insurance sales functions.

Duties and Responsibilities:

  • Obtain quote information from Client.

  • Complete Marshall Swift RCE if necessary.

  • Quote risk & prepare application.

  • Request photos of dwellings.

  • Meet with clients to complete application and other required forms.

  • Cross sell other insurance products offered by the agency or credit union.

  • Mail or upload application to Insurance Company (if applicable: send RCE, quote, photos and/or payment with application).

  • Enter client into AMS.

  • Document new business activities and set up suspense's for any follow up.

  • Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters.

  • Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses.

  • Perform other duties as assigned.

Requirements

Education: High school graduate or equivalent

Creditable Experience in Lieu of Education: Not Applicable

Experience/Skills:
One year of personal lines insurance account servicing. Knowledge of personal computer operations, including internet and Microsoft products, basic word and excel. Ability to communicate well orally and in writing - Customer Service Skills. Ability to take and follow directions. Ability to maintain an organized workflow. Must possess Property/Casualty license or be able to obtain within one month from date of hire to this position.

Tenure: Personal Insurance Customer Service Representative, category 13, requires six months as a Personal Insurance Customer Service Representative Trainee or equivalent with performance that meets or exceeds expectations. Must have a demonstrated grasp on Agency activities and have mastered assigned duties. Directly related work experience and/or accelerated training completed may be substituted for tenure.

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Personal Insurance Sales Agent - WA

Alaskausa Mortgage Company