Commercial Insurance Agent - Aiken, Augusta or Columbia
Security Federal Bank, Aiken, South Carolina, United States, 29805
Job Summary
Responsible for quoting, selling and servicing products while providing excellent customer service. Position is responsible for seeking potential clients for commercial insurance. Will work directly with the customer on service needs, as well as assisting sales agents.
Assist Bank personnel and Financial Services Officers with business calls to solicit commercial insurance
Actively develop, grow and manage commercial clients within Security Federal footprint
Complete insurance applications for new insurance policies
Process and/or re-market renewal policies
Follow up and complete underwriting from insurance company
Establish customer in agency management system
Receipt payment, upload to appropriate insurance company/PFC and complete end-of-day report
Scan documents to agency management system
Initiate endorsements with insurance company and update in agency management system
Update policy expiration report and policy renewal report weekly to retain customers
Send postcards, new market letters of other insurance literature as needed
Assist branch personnel and/or other agents as needed
Provide excellent customer service to co-workers and public
Keep current with applicable license laws and regulations
Follow all Bank Secrecy Act policies and procedures in order to assist in detecting and preventing money laundering and other illegal activities being conducted through the company
Requirements Bi-lingual experience a plus.
Property and Casualty Insurance license required.
Competitive salary and benefits package. EEO.
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Assist Bank personnel and Financial Services Officers with business calls to solicit commercial insurance
Actively develop, grow and manage commercial clients within Security Federal footprint
Complete insurance applications for new insurance policies
Process and/or re-market renewal policies
Follow up and complete underwriting from insurance company
Establish customer in agency management system
Receipt payment, upload to appropriate insurance company/PFC and complete end-of-day report
Scan documents to agency management system
Initiate endorsements with insurance company and update in agency management system
Update policy expiration report and policy renewal report weekly to retain customers
Send postcards, new market letters of other insurance literature as needed
Assist branch personnel and/or other agents as needed
Provide excellent customer service to co-workers and public
Keep current with applicable license laws and regulations
Follow all Bank Secrecy Act policies and procedures in order to assist in detecting and preventing money laundering and other illegal activities being conducted through the company
Requirements Bi-lingual experience a plus.
Property and Casualty Insurance license required.
Competitive salary and benefits package. EEO.
#J-18808-Ljbffr