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Job Description
Reports To: Varies by location
Primary Functions: Perform insurance sales functions.
Duties and Responsibilities:
- Obtain quote information from Client.
- Complete Marshall Swift RCE if necessary.
- Quote risk & prepare application.
- Request photos of dwellings.
- Meet with clients to complete application and other required forms.
- Cross sell other insurance products offered by the agency or credit union.
- Mail or upload application to Insurance Company (if applicable: send...