Customer Service Representative/AgentCrossroads Bank • Wabash, Indiana, United States
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Customer Service Representative/Agent
Crossroads Bank
- Wabash, Indiana, United States
- Wabash, Indiana, United States
À propos
Serving existing customers when they make payments, changes and quoting new business for home and auto. Determining clients' particular needs at appointments; determining extent of present coverage and investments and long-term goals. Calculates and quotes rates for coverage and long-term strategy. Obtains underwriting approval by completing application for coverage. Builds client base.
- Updates job knowledge by participating in educational opportunities
- Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests.
- requirements Maintain a sufficient understanding of and adhere to regulatory compliance as applicable, including BSA/OFAC
Requirements
Skills and Qualifications:
Excellent Customer Service Skills, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysis, must be/become Licensed in Property & Casualty.
Physical Qualifications:
- Able to lift &/or carry up to 25 lbs. if needed (banker boxes)
- Able to sit or stand for extended periods of time.
- Dexterity of hands and fingers to operate a computer keyboard and mouse.
Compétences linguistiques
- English
Avis aux utilisateurs
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