Universal Banker

Cape Ann Savings Bank

Job Purpose:Establishes insurance policies by obtaining client information; determining eligibility; maintaining database.Duties: * Obtains client information by answering telephone calls; interviewing clients; verifying information. * Determines eligibility by comparing client information to requirements. * Establishes policies by entering client information; confirming pricing. * Informs clients by explaining procedures; answering questions; providing information. * Maintains communication equipment by reporting problems. * Maintains and improves quality results by adhering to standards and guidelines; recommending improved procedures. * Updates job knowledge by studying new product descriptions; participating in educational opportunities. * Accomplishes sales and organization mission by completing related results as needed.Skills/Qualifications:Verbal Communication, Phone Skills, Listening, Data Entry Skills, People Skills, Informing, Customer Focus, Customer Service, Attention to Detail, Professionalism, Multi-tasking



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