Now Hiring - Profinium Financial - Insurance Agent in Truman, MN

SCOPE

You are responsible for selling insurance products that meet our client’s needs. You ensure our clients receive an AMAZING client experience with our Insurance Agency!

ACCOUNTABILITIES

Customer Service - 60%

• You contact & qualify prospective clients & explain features & merits of policies offered, recommending amount & type of coverage based on analysis of prospect’s circumstances.
• You calculate & quote premium rates for recommended policies.
• You verify accuracy of new & renewed policies & keep files up to date.
• You assist with crop book as needed.
• You help seniors with their Medicare problems & Part D.
• You order new Health insurance materials.
• You do endorsements & quotes for current customers.
• You follow-up with e-mails from insurance companies when additional client information is requested.
• You attend meetings, seminars & programs to learn about new products & services, learn new skills & receive technical assistance in developing new accounts.
• You must maintain annual certification to sell Part D.
• You assist & serve as backup for the agency operating system.

Sales - 35%

• You are the primary contact for Auto, Homeowner, Commercial & Life Policies.
• You assist with Property & Casualty & Crop Book.
• You are responsible for promoting, selling & servicing property, casualty, life, disability, annuities, single premium life insurance & crop insurance products to our clients.
• You assist in negotiating with vendors for competitive pricing & terms for insurance products.
• You are responsible for achieving personal & Agency sales goals as assigned by your supervisor.

Other 5%

• You provide secondary phone support.
• You promote the AMAZING positive & energetic environment at Profinium by embracing our Purpose, Pledge & Pursuits (P3’s) & Core Values to guide your behavior.
• You must comply with all company policies & procedures, applicable laws & regulations.
• As part of the overall team and Agency employees, you may be requested to assist in the support of other agency & Bank activities.
• You are required to achieve referral results based on annual targets communicated by your supervisor.

COMPETENCIES

Customer Service – Interpersonal Skills - Communication – Independent/Sound Judgement Problem-Solver - Technology Driven – Self-motivated – Teamwork

EDUCATION, EXPERIENCE & SKILLS

• You value client experience & are capable of committing to a team culture like no other!
• You take pride in providing a quality product & having fun along the way!
• You have a 4-year degree in a related field OR
• You have 3-4 years of related experience and/or training OR
• You have equivalent combination of education & experience
• You must maintain your Property Casualty Insurance License
• You must maintain your Life & Health Insurance License
• You have a high numerical aptitude
• You have the ability to maintain confidential information
• You have the ability to work with multiple levels of management & agency staff.
• You have skills needed in a typical office environment, including computer skills & utilization of office equipment

While performing the duties of this job, you are regularly required to move about inside the office to access file cabinets, office machinery, attend meetings, etc. You have the ability to operate a computer, carry, handle & feel objects; reach with hands & arms; communicate effectively & efficiently in person & over the phone. You must occasionally lift &/or move up to 25 pounds or more with assistance. You have the ability to travel to other locations as needed. Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception & the ability to adjust focus.

The requirements listed above are representative of the knowledge, skills &/or abilities required for this position. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions of this job. This document is intended to describe the general content & performance requirements of this position. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements & does not imply a contract. Other duties may be assigned.

Profinium has the exclusive right to alter this job description at any time without notice.

Profinium, Inc. is an Affirmative Action/Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status or any other characteristic protected by law.

Profinium, Inc. (“Profinium”), may use third-party websites to post employment opportunities. Profinium is not involved in the actual transaction between employment applicants and any third-party website. Authentication on the Internet is difficult; therefore, Profinium cannot and will not confirm that third-party websites are safe and secure with personal information, such as a social security number. Accordingly, Profinium discourages candidates from sharing personally sensitive information with third-party websites. Because Profinium cannot be involved in user-to-user dealings or control the behavior of employment applicants on third-party websites, in the event that you have damages from sharing personally sensitive information with a third-party website, you release Profinium (and our agents and employees) from claims, demands, and damages of every kind and nature, known and unknown, suspected and unsuspected, disclosed and undisclosed, arising out of or in any way connected with such damages. Profinium is under no legal obligation to, and do not, control the information provided by applicants made available through third-party websites. Profinium expects that you will use caution and common sense when using third-party websites while applying for employment opportunities.