Client Services Representative (Part-time 20 hours/week), HomeStreet Insurance Agency (Spokane, WA)

Salary Range:

(Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.)

Posting Date:

This 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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California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information.

Job Description Summary:

Job Details:

PRIMARY FUNCTIONS:

• Serve and cross-sell insurance product to new and existing customers.
• Process quotes, renewals, endorsements, policy changes, cancellations and any other miscellaneous information received from clients and carriers.
• Handle incoming customer phone calls, faxes and emails and special requests.
• Determine sales strategies and tactics to increase customer base and cross sell additional products.
• Maintain accurate customer records by updating policy information as needed in agency management database.
• Be familiar with on-line company manuals, rating 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.
• Engage inside the office making servicing and sales telephone calls with current and new customers.
• May discover they occasionally find it necessary to meet customers outside of the office.

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.
• Familiar with agency markets and preferences for appropriate market selections for accounts.
• 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.
• 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 co-works 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 ever-changing work and industry environment.
• Dependable and self-starter who has the ability to work without constant/on-hands supervision.
• Understand and adhere to HomeStreet Bank's People Plan.
• Regular and punctual attendance is required.

MENTAL AND PHYSICAL CONSIDERATIONS:

• Able to operate a Personal Computer and view information on a monitor.
• Must be able to sit for many hours each day.
• Must be able to communicate via telephone and possess dexterity to include filing documents, reaching and bending.
• May be required to stand for extended periods of time.
• Ability to lift or carry up to 10 pounds.
• Ability to speak and understand English and express ideas and have difficult conversations in person and over the telephone.
• Ability to listen and comprehend speech.
• Ability to problem solve, make decisions, interpret data and information, read, write and organize information in an orderly manner.
• Willing and able to travel occasionally as needed.

WORK ENVIRONMENT:

• Normal business office environment.
• Ability to work in artificial light for extended periods of time.

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: