Multi-Line Insurance Agent
Veridian Insurance - Multi-Line Insurance Agent
Location: Treynor, Iowa
Summary
The VI Multi-Line Insurance Agent WR is responsible for creating and maintaining relationships with new and current members and clients through the sale of insurance coverage that protects against risk and exposure.
Essential Functions
- Perform the duties of an active, licensed multi-line insurance agent, with an emphasis on selling and building an assigned book of business.
- Prospecting: building a pipeline of people to contact, collaborating with other Veridian personnel, community networking, and other means of accepted prospecting practices.
- Placement of new business and renewal policies with new and current customers, reviewing limits and coverage and providing risk and exposure counsel.
- Provide expert service and claims advice when customer service representatives are either unavailable or are requesting assistance with difficult or complicated situations.
- Represent Veridian in a positive light in all professional duties. Develop potential referrals and sales of Veridian products and services via personal and professional contacts.
- Participate in civic and community affairs, functions, and organizations promoting a positive community image for Veridian.
Key Attributes
- Oral and written communication skills.
- Member service focus.
- Attention to detail and accuracy.
- Positive attitude that supports a team environment.
- Dependable and punctual; flexible during peak times.
- High level of confidentiality.
- Organizational skills.
- Self-motivated; ability to work without close supervision.
- Problem solving; analysis.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:
- Occasionally lift and/or move items over 10 pounds.
- Remain sedentary (seated) for extended periods of time.
Working Conditions
This job operates in a professional office environment.
This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
Travel
Limited travel expected.
Required Education and Experience
- Licensed insurance agent.
- Fluent computer skills in a Microsoft Windows environment.
Preferred Education and Experience
- Experience utilizing Applied Systems' TAM agency management system.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
About Veridian
Veridian Insurance provides equal employment opportunities to all employees and applicants for employment without regard to age, race, creed, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.