Insurance Agent

Minnwest Bank; Tracy (MN); On-site; USD 41,000 - 50,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

401(k) with Match

ESOP

Paid Holidays

Paid Vacation

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

EAP

Volunteer Time Off

Diversity & Inclusion ERG

Job summary

Minnwest Bank is seeking an Insurance Operations Agent to support the Market Manager and coordinate a range of agency activities in Minnesota. You will provide superb customer service and represent the agency with clients.

Required 2+ years of customer service or sales experience and a high school diploma; property & casualty license is preferred, Life & Health licenses pursued within three months; occasional travel may be required. The role offers a pay range with bonus opportunities.

Qualifications

• High school diploma
• 2+ years of customer service / sales experience
• Office products, Teams, customer service skills

Responsibilities

• Represent the agency in the sale of all insurance products and services, process all policy endorsements, maintaining agency billing and deposits
• Assist customers with any necessary paperwork and answer and resolve any questions in regard to insurance products and services
• Identify prospects, market and sell multiple insurance products (crop, home, life auto, mortgage, etc.), write and secure new policies.
• Maintain and update existing insurance programs to provide favorable coverage, cost terms, and claim settlements for a variety of types of insurance.
• Call clients to review, renew, or sell additional coverage if needed and get referral business

Skills

Customer service

Sales experience

Communication

Team coordination

Office products

Microsoft Teams

Education

High school diploma

Tools

Agency Management Systems

Job description

About Minnwest:

Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values:

• The customer is the first priority.
• We will keep all of the commitments we make.
• We are the people who get things done.
• We will work together as a team.

Job Summary:

The Agent's accountability includes performing and coordinating a variety of insurance operation activities that: 1) serve agency clients' best interests and 2) contribute to the growth and profitability of the organization. Primary duties include providing support to the Market Manager with administrative assignments and representing the agency with superior customer service standards.

Duties and Responsibilities (including but not limited to):

• Represent the agency in the sale of all insurance products and services, process all policy endorsements, maintaining agency billing and deposits
• Assist customers with any necessary paperwork and answer and resolve any questions in regard to insurance products and services
• Identify prospects, market and sell multiple insurance products (crop, home, life auto, mortgage, etc.), write and secure new policies.
• Maintain and update existing insurance programs to provide favorable coverage, cost terms, and claim settlements for a variety of types of insurance.
• Call clients to review, renew, or sell additional coverage if needed and get referral business

Minimum Requirements:

• High school diploma
• 2+ years of customer service / sales experience
• Office products, Teams, customer service skills

Preferred Qualifications:

• Property & Casualty insurance license prior to hire date with the expectation that the Life & Health licenses will be obtained within three months of hire
• Agency Management Systems

Schedule:

Monday - Friday: 8:00 a.m. - 5:00 p.m.

Workplace Environment:

• Requires face-to-face interaction and coordination of work with other employees and departments, and in-person interaction.
• Working at a computer and utilizing a telephone
• Occasionally lifting up to 50lbs
• May involve travel for trainings or meetings

Salary Range:

$45,000 annual base + commission and bonus opportunity

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. The salary range represents anticipated base pay for this role. The actual pay offered will consider internal equity and may vary based on factors including but not limited to work location, candidate's job-related knowledge, skills, and experience, among other factors.

Minnwest Benefits:

In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including:

• Comprehensive Medical, Vision and Dental Insurance
• Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP)
• Paid Holidays and Competitive Paid Vacation Days
• Paid Parental Leave
• Short- and Long-Term Disability
• Life, Critical Illness, and Accidental Insurance
• Tuition Reimbursement and Career Development Opportunities
• Employee Assistance Program (EAP)
• Paid Time Off to volunteer in your community
• Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group

All benefits are subject to eligibility requirements.

A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission or your offer of employment.

EEO: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.