Identify and work opportunities to build a book of business. Be actively involved in community organizations and leverage those centers of influence. Quickly build rapport with prospects and clients.
Requirements Summary
NOTE: The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification.
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GENERAL SUMMARY:
Responsible for strictly outside insurance sales and service to customers. Responsible for new business development. For more information visit https://www.mypfsinsurance.com
Identify and work opportunities to build a book of business.
Be actively involved in community organizations and leverage those centers of influence.
Quickly build rapport with prospects and clients.
Be a true risk advisor by identifying client risk and recommending the best insurance products.
Communicate effectively with clients, the account management team, and carrier partners.
Regular and reliable attendance.
Assists with other job-related duties as assigned by manager.
KNOWLEDGE, SKILLS, AND ABILITIES:
Knowledge of insurance products and services.
Knowledge of Microsoft Word, Excel, Powerpoint, Outlook and Agency Software.
Ability to communicate with customers and co-workers in a courteous and professional manner.
Ability to multi-task, and function as a team player.
Ability to sell insurance products.
Ability to work with accuracy, organization, and attention to detail.
Ability to operate various office machines including switchboard, adding machine, copy machine, etc.
EDUCATION AND EXPERIENCE:
High School diploma or equivalent.
Proper insurance licenses.
BENEFITS:
Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program. If working less than 35 hours per week, above benefits are modified.
PHYSICAL REQUIREMENTS:
NOTE:
The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.
