Insurance Customer Service Agent - Worland
Company Name:
Bank of the West
## Description
What sets Bank of the West apart from other banks is our team members-they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values-straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity - an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines - Retail Banking, Commercial Banking, National Finance, and Wealth Management.
Position Summary
Responsible for establishing and maintaining productive client relationships Involved in sales calls and maintaining account relationships. Assists insurance staff in servicing personal and commercial insurance accounts including processing claims. May be responsible for a book of business.
Position Accountabilities
1. Participates in an aggressive business development program to market insurance products and services as well as providing quality service to existing policy holders.
2. Functions as an insurance agent with primary responsibilities for identifying customer needs, providing products and services that meet those needs. Is Responsible for new and renewal business and general customer requests involving insurance policies.
3. Assures the maintenance of life, health, and disability insurance files, including processing health insurance claims.
4. Acts as a leader in activities benefiting the community, thereby raising the prominence of the agency in its market area.
5. Performs clerical duties; including but not limited to, using Microsoft office software, producing error free work, filing, envelope stuffing, photocopying, operating FAX machine, printing projects, data entry projects and general bookkeeping.
6. Prepares, in conjunction with supervisor, an annual performance and development work plan with quarterly goals to support professional and personal growth.
7. Performs other duties as assigned.
## Qualifications
Job Specifications
Required Education or Equivalent Experience
Bachelor''s degree in business with emphasis in marketing preferred
Licensed in Property/Casualty or Life/Health insurance
Required Experience
Minimum of one year of insurance sales experience preferred
Field of Experience
Knowledge of insurance products/services, organization, technical, functional, industry/regulatory
Ability to quote, complete applications and issue policies
Administrative/Technical Skills
Detail oriented
Strong communication skills including written & verbal skills, listening & responding, information sharing, influencing and presentation
Strong organizational and negotiating skills
Strong personal computer, customer service, sales and problem solving skills required
Strong customer service skills
Strong sales skills
Ability to work well in teams
Primary Location: United States-Wyoming-Worland
Job: Insurance
Job Posting: Mar 19, 2014, 8:33:07 AM
Req ID: 004378Estimated Salary: $20 to $28 per hour based on qualifications.
Bank of the West
## Description
What sets Bank of the West apart from other banks is our team members-they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values-straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity - an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines - Retail Banking, Commercial Banking, National Finance, and Wealth Management.
Position Summary
Responsible for establishing and maintaining productive client relationships Involved in sales calls and maintaining account relationships. Assists insurance staff in servicing personal and commercial insurance accounts including processing claims. May be responsible for a book of business.
Position Accountabilities
1. Participates in an aggressive business development program to market insurance products and services as well as providing quality service to existing policy holders.
2. Functions as an insurance agent with primary responsibilities for identifying customer needs, providing products and services that meet those needs. Is Responsible for new and renewal business and general customer requests involving insurance policies.
3. Assures the maintenance of life, health, and disability insurance files, including processing health insurance claims.
4. Acts as a leader in activities benefiting the community, thereby raising the prominence of the agency in its market area.
5. Performs clerical duties; including but not limited to, using Microsoft office software, producing error free work, filing, envelope stuffing, photocopying, operating FAX machine, printing projects, data entry projects and general bookkeeping.
6. Prepares, in conjunction with supervisor, an annual performance and development work plan with quarterly goals to support professional and personal growth.
7. Performs other duties as assigned.
## Qualifications
Job Specifications
Required Education or Equivalent Experience
Bachelor''s degree in business with emphasis in marketing preferred
Licensed in Property/Casualty or Life/Health insurance
Required Experience
Minimum of one year of insurance sales experience preferred
Field of Experience
Knowledge of insurance products/services, organization, technical, functional, industry/regulatory
Ability to quote, complete applications and issue policies
Administrative/Technical Skills
Detail oriented
Strong communication skills including written & verbal skills, listening & responding, information sharing, influencing and presentation
Strong organizational and negotiating skills
Strong personal computer, customer service, sales and problem solving skills required
Strong customer service skills
Strong sales skills
Ability to work well in teams
Primary Location: United States-Wyoming-Worland
Job: Insurance
Job Posting: Mar 19, 2014, 8:33:07 AM
Req ID: 004378Estimated Salary: $20 to $28 per hour based on qualifications.
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