Location: Wheeling,WV, USA
This position is Hybrid - employee is split between remote and office work on a formalized schedule where in office and remote days are the same days each week and / or month, and there are multiple in office days during a month. Consideration for location will be Henderson Road, Perrysville and Sabraton.
Market Upper Ohio Valley Work Hours per Week 37.5 RequirementsHigh School Diploma or GED required.
Associate or Bachelor's Degree preferred.
Minimum five years of experience in group health insurance sales, or minimum of 5 years in a service/account management role in the group health insurance field required.
Insurance Designations, such as CISR (Certified Insurance Service Representative), CIC (Certified Insurance Counselor) or ACSR (Accredited Customer Services Representative) a plus.
Supervisory or leadership skills a plus.
Job DescriptionSUMMARY:
Acts as an intermediary between insurance companies and benefits customer insurance buyers. Advises and recommends insurance policies that best meet the customer's needs. Primary focus is to produce new benefits business and grow existing relationships. The producer must have and maintain a valid Life and Health Insurance license in the appropriate states and meet all insurance department requirements such as continuing education, etc.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Excellent written and verbal communication skills.
Experience implementing social media strategies.
Strategic thinking and strong communications planning.
Project management skills.
Video production expertise, including shooting, directing and editing.
Proven ability to take initiative, lead through ambiguity, and deliver effectively.
Flexibility to travel up to 25% throughout our WesBanco footprint.
Working knowledge of Internet and Microsoft Office products (Word, Excel, PowerPoint and Outlook).
Previous experience with an insurance agency system preferred.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Completes prospecting, cold calling and networking through outside community activities for purposes of building a client pipeline and book of business.
Receives and acts on referrals from other lines of business within the bank as well as generates referrals back to those lines of business.
Negotiates coverage pricing and conditions to meet client needs. This includes requesting coverage additions, changes and amendments, as well as preparing and reviewing documents such as proposals, quotes, submissions, spreadsheets, insurance documents and other materials.
Utilizes technology and software applications including agency management systems, document management systems and workflows. Includes coordinating and communicating client service needs, directing and assisting team members as needed.
Reviews proposals and policy documents for quality assurance requirements in accordance with proper procedures.
Responds to internal and external service inquiries and takes ownership to provide problem resolution.
Directs supervision of assigned account executives and/or staff.
Complies with policies and procedures and adheres to service standards and timelines.
Travel is required to meet with customers and prospects as needed.
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems. Handles disciplinary issues.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Active and familiar with the group health insurance market in multiple states or the ability to learn multiple markets quickly.
Professional appearance and presentation.
Good time management skills.
Must be self-motivated including being organized, detail oriented, and independent.
Strong proofreading skills.
Must be self-driven to maintain the level of knowledge required to provide the highest professional level of advice and counsel to the insured while managing all aspects of business account servicing.
Ability to communicate both verbally and in writing with personnel at all levels. Includes strong telephone, presentation, as well as facilitation and customer service skills.
Team player with a positive attitude.
Ability to work autonomously and perform well under pressure. Includes the ability to operate efficiently in a fast paced, high volume environment as well as set and meet deadlines.
Strong decision making and negotiation skills.
Ability to recognize and preserve confidentiality.
Life and Health Insurance license in good standing. Non-resident licenses will be required to obtain in multiple states within 30 days.
Full-Time/Part-Time Full-time Area of Interest WesBanco Insurance Services All Locations Wheeling, West Virginia Columbus, Ohio Morgantown, West Virginia Pittsburgh, Pennsylvania Locations Wheeling Morgantown Columbus Pittsburgh