Insurance Sales Specialist

3 weeks ago

Tyler, United States United Heritage Credit Union Full time

We have an exciting opportunity for an ambitious Insurance Sales Specialist that will grow our UHCU Insurance Services, LLC insurance agency You will be responsible for the production of new insurance agency business while providing ongoing exceptional service to our existing members/clients. This position offers highly incentivized earnings (no caps or commission limits) for someone who is goal-oriented. This position requires the ability to build rapport with our members to truly understand their needs and match them with the best solutions. You should have experience working with multiple, independent carriers and be proficient in most Texas policy coverages. You must have or have previously held an active Property & Casualty License in the State of Texas.

Under the direction of the Insurance Services Manager, you will be responsible for responding to inbound transfers from individuals interested in obtaining insurance quotes, managing outbound follow-up calls, handling web applications and internal referrals, scheduling appointments, identifying customer needs, and marketing appropriate products.

In this role, you will:

  • Prospect, develop, solicit and follow-up on referrals and leads from market development over the phone.
  • Develop and manage an active pipeline of qualified prospects within agency customer relationship management (CRM) system.
  • Maximize and maintain insurance portfolio growth.
  • Maintain a working relationship with UHCU staff as required to close inbound sales from leads generated.
  • Develop rapport with clients based on service and product knowledge.
  • Generate leads from personal contacts, various internal referrals, cold calling, and client referrals.
  • Respond to prospects/clients with quotes for business solicited within 24 hours of application.
  • Provide rate quotes and coverage information specific to the client's needs.
  • Learn and apply product, industry, and market knowledge to make professional recommendations to prospects and policyholders.
What you will need to succeed:
  • High level of organizational ability.
  • Professional verbal and written communication skills.
  • Ability to manage a high lead volume in a fast-paced environment.
  • Energetic, self-motivated and possess the desire for success and willingness to learn.
  • Effective networking and relationship skills.
  • Ability to provide prompt, accurate, and friendly customer service on a daily basis.
The Requirements:
  • Minimum 1 year experience in Property, Casualty, Auto, Home, and/or Life insurance sales with successful track record of meeting sales goals/quotas.
  • Minimum 1 year demonstrated experience with CRM systems.
  • Must have a license to sell Property and Casualty Insurance in the State of Texas within the first 30 days of employment.
  • Active license to sell Life and Health Insurance in the state of Texas preferred.
  • Prior financial institution experience preferred.
  • Experience with EZLynx preferred.
  • Experience with navigating independent insurance carrier websites such as Progressive, Travelers, Nation Wide, Liberty Mutual, etc. preferred.
  • Bilingual English/Spanish is helpful.
Minimum Qualifications:
  • Minimum 1 year experience in Property, Casualty, Auto, Home, and/or Life insurance sales with successful track record of meeting sales goals/quotas.
  • Minimum 1 year demonstrated experience with CRM systems.
  • Must have a license to sell Property and Casualty Insurance in the State of Texas within the first 30 days of employment.
  • Active license to sell Life and Health Insurance in the state of Texas preferred.
  • Prior financial institution experience preferred.
Preferred Qualifications:
  • Associate's or Bachelor's degree in Business or a related field.
  • 2+ years' clerical, customer service, and/or sales experience.
  • 1 year sales experience in a financial institution or independent insurance agency.
  • Experience with Symitar.
  • Experience with EZLynx.
  • Bilingual in Spanish.
About United Heritage Credit Union:

The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.5 billion in assets, more than 77,000 members, 10 branch locations, and approximately 260 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community.

UHCU Offers:
  • Competitive Benefits Package
  • 401(k) options (Pre-Tax and/or Roth)
  • Generous paid time off (PTO)
  • Education Reimbursement Program

Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case

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