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Last updated: 2 days ago
Insurance Producer Job at Adams Bank & Trust in Windsor

Insurance Producer Job at Adams Bank & Trust in Windsor

Adams Bank & TrustWindsor, CA, United States
Full-time
Continue with Google Continue with Google.Be among the first 25 applicants.We're looking for an ambitious, self-starter, driven individual to add to our Insurance Production team!.An Insurance Prod...Show moreLast updated: 7 days ago
Treasury Relationship Manager

Treasury Relationship Manager

WaFd BankSanta Rosa, CA, US
Full-time
This position is responsible for assessing client Treasury Management and business deposit product needs; attending sales calls with prospective clients, and effectively implementing and promoting ...Show moreLast updated: 30+ days ago
Financial Solutions Advisor- Consumer Investments- Napa, Marin, Sonoma Areas

Financial Solutions Advisor- Consumer Investments- Napa, Marin, Sonoma Areas

Bank of AmericaSanta Rosa
Full-time
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...Show moreLast updated: 4 days ago
  • Promoted
Teller On-Call

Teller On-Call

Westamerica BankSanta Rosa, CA, US
Full-time
Westamerica is among the largest commercial banks headquartered in California.We are looking for outstanding people to join on our winning team. We reached our current strength because our employees...Show moreLast updated: 30+ days ago
  • Promoted
Assistant Branch Manager

Assistant Branch Manager

Umpqua BankSanta Rosa, CA, US
Full-time
At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and commun...Show moreLast updated: 30+ days ago
J.P. Morgan Wealth Management - Private Client Advisor - Sonoma County, CA and Surrounding Areas

J.P. Morgan Wealth Management - Private Client Advisor - Sonoma County, CA and Surrounding Areas

JPMorgan Chase Bank, N.A.Santa Rosa, CA, US
Full-time
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show moreLast updated: 4 days ago
Wealth Advisor - Mechanics Bank

Wealth Advisor - Mechanics Bank

LPL FinancialSanta Rosa CA, Field Mgmt
Full-time
A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and ...Show moreLast updated: 2 days ago
Managing Director -Aerospace and Defense

Managing Director -Aerospace and Defense

Huntington National BankCalifornia
Remote
Full-time
The Managing Director serves as the point person in determining the customer’s needs and meeting them through the seamless delivery of the bank's products, services and associated resources within ...Show moreLast updated: 30+ days ago
Senior Banker • $1000 sign-on bonus opportunity

Senior Banker • $1000 sign-on bonus opportunity

Tri Counties BankSanta Rosa, California, US
Full-time
We, at Tri Counties Bank, still believe in the vision of the helpful and caring Community Banker.As a Senior Banker your primary goal is to build a banker-client relationship based on purpose, valu...Show moreLast updated: 2 days ago
Senior Relationship Manager, Business Banking

Senior Relationship Manager, Business Banking

Fifth Third BankRiley St
Full-time
Make banking a Fifth Third better®.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Responsible for business deve...Show moreLast updated: 30+ days ago
  • Promoted
Lending Compliance Manager

Lending Compliance Manager

Exchange BankSanta Rosa, CA, US
Full-time
Fair Lending and Fair Banking : .Oversees the Bank's Fair Lending Policy and Program throughout the organization, serving as the primary point of contact for fair lending and banking matters within t...Show moreLast updated: 30+ days ago
Teller Sonoma

Teller Sonoma

WELLS FARGO BANKSANTA ROSA, California, United States of America
Full-time
Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ...Show moreLast updated: 8 days ago
  • Promoted
Bank Equipment Technician

Bank Equipment Technician

CennoxSanta Rosa, CA, US
Full-time
BANK EQUIPMENT TECHNICIANS NEEDED IN SANTA ROSA, CA.Do you enjoy the freedom of the “GIG” economy, but you are tired of the ups and downs of the income?. Are you a self-driven entreprene...Show moreLast updated: 30+ days ago
Insurance Producer Job at Adams Bank & Trust in Windsor

Insurance Producer Job at Adams Bank & Trust in Windsor

MediabistroWindsor, CA, United States
Full-time
Continue with Google Continue with Google.Be among the first 25 applicants.We're looking for an ambitious, self-starter, driven individual to add to our Insurance Production team!.An Insurance Prod...Show moreLast updated: 7 days ago
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Insurance Producer Job at Adams Bank & Trust in Windsor

Insurance Producer Job at Adams Bank & Trust in Windsor

Adams Bank & TrustWindsor, CA, United States
7 days ago
Job type
  • Full-time
Job description

Join to apply for the Insurance Producer role at Adams Bank & Trust

Continue with Google Continue with Google

4 months ago Be among the first 25 applicants

Join to apply for the Insurance Producer role at Adams Bank & Trust

We're looking for an ambitious, self-starter, driven individual to add to our Insurance Production team!

Signing Bonus May Apply

Job Description

An Insurance Producer at Adams Insurance Advisors is responsible for maintaining and maximizing profitable relationships with clients and for growing the book of business through new client sales.

Responsibilities

  • Identify, qualify, and develop sales opportunities with new and existing clients in person, online, by phone, and through written communication.
  • Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
  • Obtain best coverage / rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
  • Support and prepare clients for renewal and retention, and maintain strong client relationships.
  • Anticipate, respond to, and follow up on all existing client needs.
  • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
  • Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.

Qualifications

  • Hold the insurance license required by your state
  • Associate's Degree or equivalent from two-year college or technical school, or 4-6 years of comparable work experience.
  • Possess a valid driver's license and a source of reliable transportation.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
  • Ability to read and write reports, business correspondence, applications, and proposals.
  • Be a problem-solver who can handle a variety of variables with in a situation.
  • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
  • Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.
  • Preferred Qualifications

  • At least two years personal and commercial lines insurance sales or account management experience
  • Bachelor's Degree or higher
  • Industry Designations (CIC, AINS, CRS, etc.)
  • Salary : $42000 per year

    Seniority level

    Seniority level

    Entry level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Sales and Business Development

    Industries

    Banking

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