The Life and Health Marketing Representative markets health, dental, vision, life/disability products, section 105 and 125 programs, and voluntary benefits to banks; prepares and presents comprehensive sales proposals
Plans, prepares and conducts informational meetings for bank employees.
Prepares and presents written and verbal information to bank officers.
Schedules appointments, conducts follow-up activities and drafts correspondence
Cross sells departmental products and services; refers inquiries and leads to the appropriate contact person
Communicates with insurance company personnel to resolve problems and clarify issues; provides training and back up for departmental support staff.
Required Education: Bachelor's degree (BA) in marketing or equivalent from four-year college or university.
Required Work Experience: At least one to three years of insurance related work experience including either sales/marketing and customer service; or equivalent combination of education and experience
Required Skills or Traits for the position: Must have the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, insurance policies or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form.
Specialized training/Certifications: Must have a valid Iowa driver's license and Iowa accident, health, and life licenses.
Internal Number: IBIS
About Iowa Bankers Insurance and Services
In our 125-year history, the Iowa Bankers Association (IBA) has been dedicated to serving Iowa banks and their employees. As the voice of Iowa’s banking industry, the Association serves more than 95 percent of banks and savings institutions in the state. The IBA and our affiliate companies – Iowa Bankers Insurance and Services, Inc., Iowa Bankers Mortgage Corporation and IBA Securities – provide services that allow banks to better serve their communities and the state of Iowa. The Association contributes to the success of Iowa banks by providing legislative representation, education and training opportunities, regulatory compliance assistance and a host of other services. Member banks also benefit from the insurance, mortgage and securities brokerage services offered by the IBA’s affiliate companies.