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Insurance Sales Representative

1 month ago

Happy Valley, Oregon, United States ThisWay Full time

At ThisWay, we are seeking a skilled Insurance Sales Representative to join our team in Happy Valley, OR. This role involves building relationships with current and prospective clients, providing guidance on insurance policies, and cross-selling solutions based on client needs.

Key Responsibilities
  • Advise and cross-sell insurance policies to protect individuals and businesses from financial risks.
  • Seek out new clients through referrals, networking, marketing, and lead databases.
  • Tailor insurance programs to fit individual client needs and risk profiles.
  • Interview clients to assess financial needs, property conditions, and existing coverage.
  • Explain insurance policy features, advantages, and disadvantages, and process applications.
  • Match clients with insurance policies offering the best rates and coverage.
  • Calculate premiums and establish payment methods.
  • Issue binders as requested by mortgagees and loss payees.
  • Process insurance claims efficiently, ensuring fair settlements for clients and insurers.
  • Analyze and update insurance programs for existing policyholders.
  • Inspect properties to evaluate insurance risk based on factors such as age and construction type.
  • Perform administrative duties such as policy renewals and payment processing.
  • Collaborate with internal staff to provide feedback on referrals and sales leads.
  • Support business development efforts through marketing, branch displays, and member referrals.
  • Offer ongoing assistance to clients with insurance needs.
  • Complete continuing education requirements to maintain an active insurance license.
  • Conduct product and referral training for internal staff at the branch level.
  • Ensure compliance with relevant regulations, including the Bank Secrecy Act and US Patriot Act.
  • Participate in the company's Email Security Awareness Program.
Requirements
  • Experience: 1-3 years of related experience.
  • Education: High school diploma or GED. Active insurance license required.
  • Skills: Strong understanding of regulatory requirements and compliance.

We offer a comprehensive benefits package, including 100% medical, dental, and vision premium coverage for employees and dependent children, 5.5% 401(k) match, and paid time off.