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Insurance Agent

Dubuque Bank and Trust, Dubuque, IA

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  1. Contacts prospective clients and explains features and benefits of policies offered, recommending amount and type of coverage based on analysis of prospect’s circumstances.
  2. Calculates and quotes premium rates for recommended policies.
  3. Assists customers with escalated billing questions, policy changes, claims, binder, payments, etc.
  4. Anticipates future needs and calls on established clients to renew and upgrade accounts.
  5. Provides excellence in customer service to both internal employees and external customers.
  6. Refers and cross-sells other banking and non-traditional products/services to new and existing customers.
  7. Follows insurance regulations and bank policies and procedures.
  8. Performs other duties as assigned.


  1. High School Diploma or GED, Associates Degree Preferred
  2. 3-5 years of insurance sales experience.
  3. Proven customer service and sales skills
  4. Personalized insurance knowledge a plus
  5. High attention to detail and results oriented.
  6. Ability to analyze and interpret insurance contracts


  1. Life Insurance License
  2. Property Casualty License

EOE/AA Employer

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Job Details

Req Num 17-0353
ID 409646
Dubuque, IA
Positions 1
Full Time
Pay --
Banking/Mortgage/Financial Services
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays
Tuition Reimbursement

Preferred Candidates

Years of Experience 2-5 Years
Education High School/GED

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