Personal Insurance Sales Agent

Global Credit Union is seeking a Personal Insurance Sales Agent to perform insurance sales functions. The role involves obtaining quotes, meeting with clients, and cross-selling insurance products, while also ensuring proper documentation and follow-up activities are completed.

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 RCE, quote, photos and/or payment with application)
• Enter client into AMS
• Document new business activities and set up suspense's for any follow up
• Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters
• Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses
• Perform other duties as assigned

Skills

• High school graduate or equivalent
• Experience in personal computer operations, including internet and Microsoft product, advanced use of word
• Ability to communicate well orally and in writing
• Must possess Property/Casualty license
• One year as Personal Insurance Account Manager I or two years in a related position within the insurance industry
• Ability to multi-task
• Possess strong customer service skills
• Possess organizational skills
• Possess good reasoning abilities
• Ability to work independently with minimum supervision and as a team participant
• Be able to direct work to Customer Service Representative
• Must have the ability to back-up Account Managers in periods of absences for client contact
• Must be proficient in all aspects of agency product administration
• Insurance designation preferred

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays

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