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Client Services Representative, Insurance Agency

HomeStreet Bank Spokane, WA
  • Expired: September 10, 2019. Applications are no longer accepted.

**EO/AA Employer including Vets and Disabled**
**Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements.**
**Job Description Summary**
Responsible for daily servicing of clients, review of client's current policy renewals and remarketed as needed. Work current client base to reach out to clients that currently have mono-line business with agency to cross-sell other lines of business.
**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.
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), on-line 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 co-works and manager.
Accept responsibility for handling confidential information.
Must be able to work as a team player by:
1. Willingness to assume additional responsibility/duties and or projects as they arise.
2. Able to be accommodating by accepting change, be it internally, market or regulatory.
3. Flexible to an ever-changing work and industry environment.
4. Dependable and self-starter who has the ability to work without constant/on-hands supervision.
5. Understand and adhere to HomeStreet Bank's People Plan.
6. 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)
**Who We Are**
Founded in 1921, HomeStreet Bank offers consumer and business banking, mortgage financing, commercial lending, investment and insurance products and services in the Pacific Northwest, California and Hawaii. We maintain a shared goal across teams and regions to be the trusted and preferred source of financial services for our clients.
Our drive to achieve this goal begins with trust - in our own abilities and in those who we work with each day. At HomeStreet, we respect and empower our employees to make decisions that support innovation, and deliver results for customers. Employees collaborate across teams to make the right decisions, share knowledge, continually move forwards and grow.
We believe in promoting from within to deliver the strongest base of company knowledge, shared experience. And understanding about how our company has grown and evolved since its founding in 1921. Our teams reflect motivation, caring and a drive to achieve while having fun and supporting the communities where we live and work. This is how we deliver value every day.
**Work Culture**
As a rapidly expanding company, HomeStreet offers many opportunities to learn and grow. Throughout a period of dramatic growth, we have preserved the tradition of working in cross-functional project teams and promoting advancement across the company. Whether your interest lies in the banking or lending aspects of our business, if you have a desire to learn, are enthusiastic, perform quality work and have a passion for customer service, you will thrive in this fast paced and fun environment where people respect and help each other.
**Diversity and Inclusion**
Diversity
HomeStreet is committed to a diverse workplace with employees from a wide range of backgrounds. We recognize that a more diverse workforce translates to broader perspective and greater understanding, which in turn translates to a greater capacity for customer service. We focus on recruiting and retaining employees from different backgrounds and who are representative of the people in our communities. By doing so, we are better able to serve our customers and understand their financial services needs and goals.
Equal Employment Opportunity
Equal employment opportunity is a fundamental HomeStreet belief. We practice fair and equal treatment for everyone, regardless of race, color, national origin, ancestry, religion, creed, political ideology, gender, marital status, sexual orientation, age, or the presence, history or perception of having any sensory, mental or physical disability, genetic information, or protected veteran status. In addition, we ensure compliance with federal, state and local laws governing nondiscrimination in employment. This philosophy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Employing Individuals with Disabilities
HomeStreet embraces the American with Disabilities Act (ADA) and applicable state and local laws providing for nondiscrimination in employment against qualified individuals with disabilities. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the alternative email address below to contact us about your interest in employment with HomeStreet Bank: Recruiting@homestreet.com.
**Come Grow With Us**
For more than 90 years, HomeStreet Bank has maintained a strong commitment to ethics, customer service and support of our communities. Building trust with our customers and employees is at the core of everything we do, and we're looking for talented and motivated people to join us as we grow and evolve as a company.
We are an equal opportunity employer with a commitment to employee development. We continually aim to build and maintain a successful team of talented people who feel challenged to do their best every day. We hire for potential, support personal development, and whenever possible, promote from within.
We offer competitive salaries, benefits, and incentives with the opportunity to give back to the community. Whether you're just beginning your career in financial services, or have years of experience, we have a wide range of job opportunities for you to consider.

HomeStreet Bank

Address

Spokane, WA
99207 USA