What are the responsibilities and job description for the Insurance Advisor position at Bremer Bank?
Why Work at Bremer?
Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We’re passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn about our customers’ goals, and innovate to solve their challenges, not only through financial resources but also deep knowledge, insights and ideas.
We expect, encourage and reward entrepreneurial thinking from our employees. We have a shared purpose of cultivating thriving communities, inspired by our founder, Otto Bremer, who spent his lifetime supporting the communities that his banks served in new and unexpected ways. That commitment to community and creative problem-solving contributes to Bremer’s culture.
If you want the next chapter in your story to be one where you make a real difference for our customers, communities and economies, we’re the bank to join. We foster diversity, equity and inclusion, building on the legacy of our immigrant founder. If you’re curious, enjoy collaborating, and start each day with the customer in mind, we invite you to join our team!
Job Description
- Maintain an individual book of business by soliciting, developing, marketing, and selling new and renewal business in accordance with applicable state insurance regulations for current and future product lines
- Determine clients' unique needs and financial situations with a thorough review of present coverage and investments and discussion of long-term goals
- Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation
- Obtain underwriting approval through a completed application for coverage
- Complete coverage by delivering policy and planning future follow-up visits and evaluations of needs
- Process insurance policy renewals
- Service the agency product lines and handle various types of customer service matters
- Commit to continuous learning by participating in educational opportunities, maintaining network, and participating in professional organizations
- Partner with Bremer Bank business line sales partners on sales strategies, joint calls, and opportunity sharing
- Drive within Bremer's footprint to customer and prospect sites and Bremer Bank branches to meet in person regularly with sales team, bank partners, customers, and prospects
- As a member of the Bremer team, other duties may be assigned in order to fulfill Bremer’s mission, vision, and strategic plan objectives
Qualifications
A combination of education and experience which enables the incumbent to be successful in the role is generally acquired through the attainment of a college degree and 2 years of proven sales results. Candidates must be licensed to sell property and casualty or able to obtain licensing within 60 days of hire.
- Extensive knowledge of various insurance products and policies
- Ability to determine best insurance policy for individual clients
- Excellent interpersonal and sales skills
- Ability to identify and contact prospective clients
- Excellent written and verbal communication skills
- Proficient in Microsoft Office Suite
- Ability to regularly drive across Bremer's footprint to Bremer bank locations, customer and prospect sites
Bremer Values & Benefits
Our Values
Collaboration: We work elbow-to-elbow with our customers, making a difference for them in good times and bad. We share our skills, knowledge and experience to support each other every day.
Commitment: We’re deeply invested in the places we live and work, and we’re always ready to do whatever it takes to help our neighbors and communities thrive and grow.
Creativity: Imagination and innovation are essential to helping our customers and Bremer succeed. If there’s a better way to do something, we’ll find it or create it.
Our Benefits
At Bremer, we are committed to supporting and growing the communities we call home. Our people understand that they represent our name and reputation in every conversation, and that they’re backed by an organization that values finding a better way to get things done. Let’s talk about benefits. Not just the 401(k), pension plan, healthcare, and vacation kind (we’ve got those), but the kind of everyday benefits that get you excited for what each day holds.
Equal Employment Opportunity
Bremer Bank is committed to a diverse and inclusive workforce. We’ve built an organization of experienced, intelligent and collaborative people from a range of all backgrounds, and all of them contribute something essential to helping our customers thrive and grow.
All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.
Miscellaneous Items to Note
- Must be legally authorized to work in the U.S. without Bremer sponsorship for employment visa status (e.g., H1B status, 0-1, TN, EB-2)
- Notice to Third Party Recruiters - Bremer Bank, National Association, including its affiliates, does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed agreement for recruiting or placement services, Bremer will have no obligation and will not agree to pay any referral or recruiting fee. In the event a recruiter or agency submits a candidate for consideration, Bremer explicitly reserves the right to pursue and/or hire any such candidate(s) without any financial or other obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, will be deemed to be the property of Bremer.
- Accessibility Commitment - Bremer is committed to accessibility, diversity and inclusion for all our applicants. We believe everyone should be able to have equal and effective access to our websites and our services. We have worked very hard to ensure that our website and digital content meet the needs of our applicants and visitors. Click here for more information on our accessibility and how to get in touch with us.
Salary : $55,400 - $70,200
