Insurance Sales Agent
Listed on 2026-03-01
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Sales
Insurance Sales -
Insurance
Insurance Sales
Overview
At Insure Forward, our greatest asset is our employees. The commitment to our employees is shown by investing in them through a competitive compensation package, professional development opportunities, and having an Employee Stock Ownership. Working for a widely respected company with a rich tradition, in an atmosphere of enthusiasm, positivity, with a culture grounded in teamwork focused on the future is what can be expected at Bank Forward…It’s Simply the Forward Way!
BenefitsHealth (Traditional and High-Deductible plan options), Dental, Vision, Medial & Dependent Care FSA, HSA, 401k, Employee Stock Ownership, Company paid Life and Long-term disability insurance, Voluntary paid benefits, Paid Time Off, Holidays. Extended Medical Absence Leave.
Work HoursFull-time;
Monday through Friday, 8:00-5:00pm.
- Sell variety of insurance products, including personal, commercial, benefits, etc.
- Calculate and quote premium rates for policies and cross-sell bank products and services.
- Develop prospective customers for new business and manage the retention of existing accounts.
- Develop all information and recommendations for prospective and renewal accounts including completed applications adhering to agency policies and procedures.
- Negotiate insurance sales, collect necessary premiums, and arrange for binders and certificates.
- Service insurance policies for clients, field customer questions, and follow up with policy holders to explain change and suggest additions.
- Maintain quarterly listings of new business, lost business, and pending business.
- Respond to customer insurance policy requests in person and by phone.
- Review all division activities relating to the public, customers, and companies.
- Provide expertise to personal and commercial departments on service issues.
- Prepare required accounting paperwork and other reports.
- Assist in the monitoring and collection of accounts receivable.
- Comply with applicable banking, insurance, tax, and investment laws and regulations.
Equal Opportunity Employer
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