Brief Job Description/Summary: Provide service to our customers and prospects. Assist in the growth and retention of the book of business. The position entails both service and sales responsibilities & may support both Personal & Commercial Lines based on the business needs and qualifications of the candidate.

List of Job Duties: 

• Prepare carrier submissions and client proposals for new business and rewrite policies.
• Keep Producer Informed of all important activities on accounts including potential problems.
• Provide timely, friendly and proficient customer service, cross-sell and up-sell product offerings.
• Review all quotes for coverage comparisons and ensure the most optimal quote is presented.
• Provides sales support service to assist producers in finalizing new business policy processing.
• Demonstrate a positive attitude and build customer focused relationships.
• Effectively manage new business prospects and existing client workload.
• Effectively manage workload to ensure efficiency and proficiency of tasks.
• Effectively manage follow-up activities and completes proficient documentation on all client contacts.
• Proficiently uses agency management systems and carrier management systems.
• Maintains current producer’s license, certifications and CE requirements for each renewal period.
• Attends scheduled training and insurance carrier meetings.
• Performs other job-related duties and special projects as requested.
• Required Experience and/or Knowledge, Skills and Abilities: 
• Basic knowledge of property & casualty coverages and ability to apply that knowledge in the performance of job duties.
• Must have friendly positive attitude, strong written and verbal communication skills, and the ability to approach people.
• Self-motivation, a strong work ethic, and the ability to build personal relationships with clients will be essential in this position.
• Excellent organizational skills, attention to detail, and follow-up skills.
• Must maintain a high degree of confidentiality.
• Must always present themselves in a professional manner.
• Must have proficiency of PC with Microsoft Word, Excel, Access, Outlook and good data entry skills.
• Must have the ability to analyze and understand coverages, forms, underwriting practices & policies.

Further information/application process contact: Chris Edel at Christopher.edel@fbfs.com or (641)751-3998

Education Level: High School diploma or equivalent. Some college preferred but not required. Customer service experience required. Property Casualty Insurance Licenses preferred, or be willing to acquire soon upon starting the job.

Experience Level: Entry to Advanced