Green Belt Insurance Services324 Main Street, Iowa Falls 641-648-9349
The Insurance Agent is responsible for all insurance product sales and service. This agent will have an ag & commercial lines emphasis, but be able to quote all lines of business.
Competencies Critical to Effective Performance are: 1. Relationship Building-understands that a primary factor in success is establishing and maintaining productive relationships 2. Initiative-takes action without being prompted 3. Integrity-thinks and acts ethically and honestly 4. Problem Solving & Decision Making-identifies problems, solves them, acts decisively and shows good judgment 5. Creativity-generates original ideas, encourages new ways of thinking, explores options, and develops innovative solutions 6. Results Orientation-maintains appropriate focus on outcomes and accomplishments 7. Composure-maintains emotional control under challenging and stressful circumstances 8. Conflict Management-recognizes that conflict can be a valuable part of the decision-making process 9. Presentation Skills-organizes and delivers public speeches that effectively inform or persuade audiences 10. Team Player-shares resources, responds to the needs of other departments and supports the larger organizational agenda
Follow the link to apply online: https://recruiting.paylocity.com/Recruiting/Jobs/All/e68b7680-4e27-4ba9-8a60-833c15d5fa72/Green-Belt-Bank-Trust
• Develop a base for long-term sources of clients by using referrals, as well as occupational and special interest groups to compile lists of prospects. • Approach potential clients by utilizing mailings, phone solicitation and group presentations. • Approach potential clients with an emphasis on agricultural and commercial policies, and be able to offer quotes for life, health, disability, auto, home, business, crop insurance, and annuities. • Obtain underwriting approval by completing the application for coverage. • Complete the coverage by delivering policies and planning future follow-up visits and evaluation of needs. • Maintain a file of current customer policies and review files as necessary with customers. • Actively cross-sell additional policies on existing accounts. • Receive and forward policy payments. • Review policy expiration notices and follow up on non-renewed policies. • Generate general correspondence and follow up on all customer claim statements. • Obtain accident reports and police report numbers and forward them to the appropriate parties. • Review insurance policies with customers to ensure losses are covered in the policy. • Participate in community activities as needed and any other activities that may arise. • Perform other duties as requested or assigned.