Commercial Insurance Agent — Grow Commercial Clients

Security Federal Bank; Augusta, Northern (GA, KY); Hybrid; USD 52,000 - 75,000; Full time

Job summary

Security Federal Bank is seeking a Commercial Insurance Agent to quote, sell and service commercial lines in the Aiken, Augusta or Columbia area. The role will involve working with bank personnel and clients to identify insurance needs and coordinate proposals.

Responsibilities include completing insurance applications, processing renewals, coordinating with underwriters, and maintaining accurate records in the agency management system.

Qualifications

• Property and Casualty Insurance License required.

Responsibilities

• Solicit commercial insurance from bank personnel and clients.
• Develop and manage commercial clients within Security Federal footprint.
• Complete insurance applications for new policies.
• Process and/or re-market renewal policies.
• Coordinate underwriting with insurance companies.
• Establish and update records in the agency management system.
• Coordinate endorsements and policy updates with carriers.
• Produce reports and maintain renewal activity logs.
• Ensure compliance with Bank Secrecy Act requirements.
• Provide excellent customer service to coworkers and the public.

Skills

Customer service

Sales prospecting

Communication

Administrative tasks

Education

Property and Casualty Insurance License

Job description

Security Federal Bank is seeking a Commercial Insurance Agent to quote, sell and service commercial lines in the Aiken, Augusta or Columbia area. The role will involve working with bank personnel and clients to identify insurance needs and coordinate proposals.

Responsibilities include completing insurance applications, processing renewals, coordinating with underwriters, and maintaining accurate records in the agency management system.