1. Field and return calls concerning quotes for property and casualty insurance.
2. Seek out new clients or additional lines based on needs.
3. Customize quotes to suit individual needs, determine eligibility, contact underwriter if necessary.
4. Calculate accurately and deliver rates in timely manner.
5. Accurately retrieve information and complete necessary paperwork to obtain insurance policy.
6. Collect and record payment for services rendered.
7. Represent agency in ethical, professional and courteous manner.
8. Explain coverages, features, advantages, disadvantages of various policies to promote sales of Insurance plans.
9. Follow John Yurconic Agency policies and procedures.
10. Be a reliable and dependable team player.
11. Other transactions as required by department.
Other related duties as assigned. |