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Insurance Agent

Community Financial Center dba CFC InsurancePeoria, Arizona

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Job Description

CFC Insurance, an independent agency representing several preferred insurance companies, is looking to add a Licensed Insurance Agent to the team at our Better Banks location, in Peoria, IL. Our Licensed Insurance Agents have proudly served the insurance needs of Central Illinois since 1958; and we specialize in multiple types of coverage. We are located inside the Peoria branch of Better Banks, an Employee-Owned community bank. CFC is committed to providing our employees with friendly and comfortable work environment, impressive compensation package, job stability, and professional development opportunities. There could be an opportunity to assume the existing book of business and manage the Agency in the future!  

GENERAL DESCRIPTION: 
The Insurance Agent promotes the profitability and productivity of the Agency by maintaining and maximizing profitable relationships through the sales of personal and commercial lines of insurance products that best meet the needs of its clients. The Insurance Agent reports directly to the Vice President.

SPECIFIC DUTIES & RESPONSIBILITIES: 
  • Develops and executes new business marketing strategies for insurance sales, including all lines property & casualty, life, and health
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  • Cultivates prospective new business through cold calls, emails, referrals, and networking, and follows up on opportunities
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  • Builds referral relationships through existing clients, and identifies opportunities to cross-sell and upsell products and services to maximize agency profit 
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  • Meets with prospective and current clients to discuss their insurance needs, researches and presents customized policy options, finalizes and binds new policies and/or renewals, cancels old policies, and negotiates with carriers when necessary
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  • Meets new business production goals and objectives set forth by the leadership team
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  • Maintains timely, accurate, & detailed client interaction notes in the agency management system
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  • Reviews and follows up on new business inquiries, renewals, cancellations, received through the agency management system 
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  • Actively participates in local community events  
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  • Performs other duties as assigned 
EDUCATION &/OR WORK EXPERIENCE REQUIREMENTS:
A bachelor degree in business, accounting, or finance is preferred; Licensed to sell Property & Casualty, Life & Health insurance in the state of Illinois, AND a minimum of 2 years’ experience working as an Insurance Agent. Basic financial institution product knowledge is preferred but not required.  

MENTAL & PHYSICAL REQUIREMENTS:
Ability to sit/stand/kneel/bend/for extended periods of time, lift up to 20 lbs. occasionally, strong listening and developed interpersonal skills, ability to work under high pressure while remaining composed. Attention to detail is critical to this position; along with organization, prioritization, and time management skills 

COMPETENCIES:
Customer focused, and strong ability to cultivate client relationships, technology & computer proficiency, presentation skills, sound business judgment, Decision making skills, self-motivation, ability to work independently. 

 




This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the location, and not to Big I of Illinois Association.

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