Job Title

Summary/ObjectiveGenerates and solicits new business. Promotes and sells business, farm, homeowners, personal liability, automobile,inland marine, motor home, or other personal vehicles and business owners' policies to new and existing customers.Essential FunctionsReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.1. Generates and solicits new business. Promotes and sells business, farm, homeowners, personal liability,automobile, inland marine, motor home, or other personal vehicles and business owners' policies to new andexisting customers.2. Services and processes insurance transactions and handles customer inquiries via phone, e-mail, or in person.3. Maintains insurance company relationships to maximize volume and positive loss ratios.4. Receives and records all customer information necessary to prepare application for, but not limited to,homeowners, personal liability, automobile, inland marine, motor home, or other personal vehicles andbusiness owners' policies.5. Receives, records, and follows up on customer claim statements. Obtains accident reports, police reportnumbers (as appropriate), and types the Liability Accident Notice or Property Loss Notice. Reviews insurancepolicies and/or makes sure the customer understands the specific exclusions that may affect the present claim.Advises customer of State requirement to file accident report form with State and assist if necessary. Will sendDemand Letter to other party if customer is not at fault. Obtains repair or replacement cost statements andprovides all claims information to appropriate insurance company.6. Prepares vehicle rating information, researches insurers policy and premium data, and furnishes the customerwith policy and premium quotations using both manual and automated systems.7. Reviews policy expiration notices and follows up on non-renewed policies. Contacts customer on Notices ofCancellation and makes maximum effort to insure policies remain in-force with the agency.8. Prepares binders and applications for insurance and bills customers for initial payment. Prepares generalcorrespondence and maintains correspondence files.9. Consistently demonstrates appropriate interpersonal communication skills with customers, coworkers, andoutside vendors.10. Follows all Unison Bank policies and procedures.11. Regular and reliable attendance.Supervisory ResponsibilityThis position has no supervisory responsibilities.Work EnvironmentThis job operates in a professional office environment. This role routinely uses standard office equipment such ascomputers, phones, photocopiers, and filing cabinets.Physical DemandsThis is a largely sedentary role. The employee is regularly required to remain in a stationary position. The employee isoccasionally required to move about inside the office. The employee is regularly required to handle files and documents as well as regularly operate a computer and keyboard. The employee is regularly required to communicate with customers and other staff members and exchange accurate information in these situations. The employee is required to have close visual acuity to perform activities such as viewing a computer terminal and reviewing/inspecting documents.Position Type/Expected Hours of WorkThis is a full-time position.TravelNo travel required.Required Education and Experience2-year college degree in business, finance, or related field; or 3 years of insurance sales; or an acceptable combination of education and experience. Must be eligible to receive and/or maintain appropriate insurance licensing.CompetenciesCommunication proficiency.Technical capacity.Ethical conduct.Relationship management.Financial management.Consultation.Organization skillsAdditional Eligibility QualificationsNone required for this position.AAP/EEO StatementUnison Bank is an equal opportunity employer.Other DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties orresponsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at anytime with or without notice.