Client Services Agent Part-time 20 hoursweek HomeStreet Insurance Agency Spokane WA
Client Services Agent Part-time 20 hoursweek HomeStreet Insurance Agency Spokane WA
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$ 23 - 34
1 Vacancy
Job Description
Salary Range:
$23.27 $34.90Depending on knowledge skills abilities and location. Certain level jobs may be eligible for bonus commission and/or equity awards.
Posting Date:
April 2 2025This job will be open and accepting applications for a minimum of three days from the date it was posted.
Benefits* worth writing home about:
- Medical dental and vision coverage for employees and their families
- Life disability and family Leave
- 401(k) and Roth 401(k) with employer match
- Wellness program employee assistance program Commute Trip Reduction (CTR) and various employee discounts
- Generous vacation sick leave 11 paid holidays and 16 hours of paid leave every year for community service work
- Free employee checking account and employee home loan discounts
*For eligible employees averaging 20 or more hours per week.
EO/AA Employer including Vets and Disabled.
Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements.
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Job Description Summary:
Responsible for working directly with HomeStreet Bank loan officers branch personnel referrals and other outside sources to acquire new customers and policies.Job Details:
PRIMARY FUNCTIONS:
Process new business insurance lead referrals daily from bank loan officers and branch personnel agent will be engaged inside and outside the office making sales calls and meeting with clients as needed. May perform work in the office that is directly related to outside sales activity.
Provide quotes and follow up on new leads generated through the mail and internet.
Motivate loan officers and outside sales sources to refer new business to the agency.
Determine sales strategies and tactics to increase customer base and cross sell additional products.
Build and maintain rapport with coworkers loan officers clients and insurance company underwriters.
Be familiar with online manuals rating programs company online programs and any coverage changes. Adhere to all systems procedures and insurance regulations.
Use probing questions to determine insurance needs and then sell appropriate products.
QUALIFICATIONS:
High school diploma or equivalent required. College and/or insurance classes/certification preferred.
2 years of minimum personal lines experience at agency or insurance company.
They must be licensed as well in WA for property and casualty.
Possess current property and casualty license. Life license preferred but not required.
Familiar with agency markets and preferences for appropriate market selections for accounts.
Knowledge of comparative rating software program (IBQ) online rating programs and agency management system such as AMS 360.
Excellent communication skills by phone written and in person contact.
Possess excellent organization detail orientation and judgment skills. Able to learn quickly be accurate in completing responsibilities with strong attention to detail and documentation.
Professional designation such as CSIR CIC CPCU ARM desired but not required.
Highly professional in all standards skills and manner in dealing with clients insurance agents and others. Pleasant courteous demonstrates strong business etiquette and must dress appropriate for professional office environment.
Work cooperatively by maintaining positively strong effective communication and working relationships with coworks and manager.
Accept responsibility for handling confidential information.
Must be able to work as a team player by:
Willingness to assume additional responsibility/duties and or projects as they arise.
Able to be accommodating by accepting change be it internally market or regulatory.
Flexible to an everchanging work and industry environment.
Dependable and selfstarter who has the ability to work without constant/onhands supervision.
Understand and adhere to HomeStreet Banks People Plan.
Regular and punctual attendance is required.
This Position Description may not be limited to the Functions and Requirements as outlined now or in the future. For example changes in corporate needs position demands or individual performance may result in changes to the Functions or Requirements of this position.
Area:
Retail Banking (Sales)Required Experience:
Unclear Seniority
Employment Type
Part-Time
