Insurance Sales Agent I

1 week ago

Vancouver, United States iQ Credit Union Full time

Job DetailsJob LocationVancouver Mall - Vancouver, WAPosition TypeFull TimeSalary Range$27.76 Base+Commission/monthJob CategoryInsuranceDescriptionBe part of something uniQueiQ Credit Union is a great place to work and grow and we're looking for people like you to join our exceptional team. At iQ, you'll find a healthy work-life balance, great benefits, an unwavering commitment to our members and the communities we serve, and a positive environment that empowers you to grow personally and professionally. We love where we work and we know you will, tooThe Insurance Sales Agent I is responsible for developing relationships with current and prospective members, advising clients on features and benefits of various insurance policies, and cross-selling policies based on identified needs. Directly impacts the Credit Union's core purpose of helping people improve their financial lives. Essential Duties:Advise, service, and cross-sell insurance policies that protect individuals and businesses from financial loss resulting from automobile accidents, fire, theft, storms, and other events.Seek out new clients and develop clientele by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.Adhere to the rules and regulations as outlined by the various insurance companies that are represented, as well as within the guidelines of the office of the Washington State Insurance Commissioner.Customize insurance programs to suit individual clients, often covering a variety of risks. Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and discuss any existing coverage. Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans. Obtain price quotes and process applications. Match insurance policies for clients with the companies that offer the best rates and coverage.Calculate premiums and establish payment method. Issue binders as requested by mortgagees and loss payees on behalf of their member customers.Call on policyholders to deliver and explain policies, analyze insurance programs and suggest additions or changes. Inspect property; examine general condition, type of construction, age, and other characteristics to determine insurance risk. Process and monitor insurance claims in a timely manner. Ensure they are settled equitably for both the client and the insurer. Perform administrative tasks, such as maintaining records, handling policy renewals and processing payments. Develop working relationships with Credit Union staff and provide feedback regarding referrals and appointments in a timely manner.Actively assist business development and sales generation through target marketing, seminars, branch displays, newsletters and member referrals.Provide on-going support to insurance clients as needed.Complete continuing education requirements. Responsible for the payment and timely completion as required to maintain insurance license. Conduct branch level product and referral training sessions on an on-going basis or at the request of branch managers and/or supervisors.Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations.Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.QualificationsKnowledge and Skills:Experience: One to three years of similar or related experience.Education:A high school education or GED. Must possess active Property & Casualty insurance license. Branch Hours: Monday through Friday 9:30am to 5:30pm. Saturdays 9:30am to 2:00pm.Location: Vancouver Mall Branch - 7017 NE Vancouver Mall Drive. Vancouver, WA 98661Position Type: Full-time, 40 hours per week. iQ offers a total compensation package for our totally exceptional employees.There's a reason we've ranked as one of top workplaces in the Pacific Northwest for the past seven years. We listen to our employees and continue to provide benefits that make a difference.Healthcare coverage •iQ pays 100% monthly medical, dental and vision premium for you AND your dependent children.Saving for retirement •iQ matches up to 5.5% of your 401(k) retirement dollars.Paid time off •iQ offers 11 paid holidays plus vacation and sick time accruals.•iQ encourages community involvement through paid volunteer opportunities.•iQ uniquely offers a paid Cultural Enrichment Day to increase awareness of the diverse communities we serve.Investing in you •iQ offers a student loan repayment match up to $100 per month.•iQ supports you in advancing your education and knowledge through tuition reimbursement.•iQ offers an annual match to amplify your nonprofit giving.See our full list of unique benefits: iQ23-BenefitsSummary2023.pdf (iqcu.com)iQ Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.

  • Insurance Sales Agent

    5 days ago

    Vancouver, United States Western Community Insurance - Farm Bureau Mutual Full time

    DescriptionAre you a motivated people person looking for the chance to break into a new industry? If the answer is "yes", we are looking for you! Jump-start your career by joining our growing team as an insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and...

  • Insurance Sales Agent

    3 weeks ago

    Vancouver, United States Western Community Insurance - Farm Bureau Mutual Full time

    Description Jump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive...

  • Insurance Sales Agent

    3 weeks ago

    Vancouver, United States Western Community Insurance - Farm Bureau Mutual Full time

    Description Jump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive...

  • Insurance Sales Agent

    4 days ago

    Vancouver, United States Western Community Insurance - Farm Bureau Mutual Full time

    Description Are you a motivated people person looking for the chance to break into a new industry? If the answer is "yes", we are looking for you! Jump-start your career by joining our growing team as an insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and...

  • Insurance Sales Agent

    3 days ago

    Vancouver, United States Western Community Insurance - Farm Bureau Mutual Full time

    Description Are you a motivated people person looking for the chance to break into a new industry? If the answer is "yes", we are looking for you! Jump-start your career by joining our growing team as an insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and...

  • Insurance Agent Assistant

    3 weeks ago

    Vancouver, United States Utrust Insurance Agency LLC Full time

    U Trust Insurance Agency LLC is a leading trucking insurance agency serving clients across 27 states. With a strong commitment to excellence and customer satisfaction, we have built a reputation for providing top-notch insurance solutions and exceptional service. We currently have a thriving office in Vancouver, WA, and are seeking a dedicated and highly...

  • Insurance Agent Assistant

    3 weeks ago

    Vancouver, United States Utrust Insurance Agency LLC Full time

    U Trust Insurance Agency LLC is a leading trucking insurance agency serving clients across 27 states. With a strong commitment to excellence and customer satisfaction, we have built a reputation for providing top-notch insurance solutions and exceptional service. We currently have a thriving office in Vancouver, WA, and are seeking a dedicated and highly...

  • Insurance Agent Assistant

    5 months ago

    Vancouver, United States U Trust Insurance Agency LLC Full time

    U Trust Insurance Agency LLC is a leading trucking insurance agency serving clients across 27 states. With a strong commitment to excellence and customer satisfaction, we have built a reputation for providing top-notch insurance solutions and exceptional service. We currently have a thriving office in Vancouver, WA, and are seeking a dedicated and highly...

  • Insurance Sales Representative

    3 weeks ago

    Vancouver, Washington, United States Western Community Insurance - Farm Bureau Mutual Full time

    Western Community Insurance - Farm Bureau Mutual is seeking an experienced insurance sales professional to join our team in Idaho. As a Farm and Ranch Insurance Agent, you will be responsible for maintaining a portfolio of existing customers and pursuing new business opportunities through sales strategies such as cold calling and networking.The ideal...

  • Non-Standard Auto Insurance Agent

    3 days ago

    Vancouver, Washington, United States Freeway Insurance Services America LLC Full time

    About Us: Confie and its family of companies operate over 800 retail store locations nationwide, providing a wide range of insurance services to individuals and businesses. Our commitment to excellence and customer satisfaction has earned us a reputation as a leader in the industry.The Job: As an Insurance Agent, you will work closely with customers to...

  • Professional Sales Agent

    3 weeks ago

    Vancouver, Washington, United States Symmetry Financial Group - Gary Uyemura Full time

    Company OverviewSymmetry Financial Group - Gary Uyemura is a leading partner of Symmetry Financial Group, dedicated to protecting American families with life insurance, mortgage protection, burial policies, wealth accumulation, retirement solutions, and financial advice.Salary & BenefitsWe offer a competitive salary and uncapped commission-based sales...

  • Insurance Industry Support Specialist

    4 weeks ago

    Vancouver, Washington, United States U Trust Insurance Agency LLC Full time

    About U Trust Insurance Agency LLCWe are a leading trucking insurance agency serving clients across 27 states. Our strong commitment to excellence and customer satisfaction has earned us a reputation for providing top-notch insurance solutions and exceptional service.At U Trust Insurance Agency LLC, we believe in nurturing the potential of our employees. The...

  • Insurance Assistant Specialist

    3 weeks ago

    Vancouver, Washington, United States U Trust Insurance Agency LLC Full time

    At U Trust Insurance Agency LLC, we are seeking a highly skilled and detail-oriented Insurance Assistant Specialist to join our team in Vancouver, WA. With a strong focus on customer satisfaction and exceptional service, this role plays a crucial part in supporting our licensed insurance agents in the sales process.The estimated annual salary for this...

  • Insurance Sales Professional

    3 weeks ago

    Vancouver, Washington, United States American Family Insurance Full time

    About the RoleAs an Insurance Sales Specialist with American Family Insurance, you will play a vital role in helping individuals and families protect what matters most. You will be based in our Downtown Vancouver office, where you will join a small team of professionals who are committed to delivering exceptional service while fostering positive...

  • Sales Development Representative

    3 days ago

    Vancouver, Washington, United States Jason Robinson Farmers Insurance Full time

    About the RoleThis position offers a unique opportunity to build a successful career in the insurance industry. As a Sales Development Representative, you will prospect and generate new business through leads and referral sources.You will also develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers,...

  • Account Manager

    2 weeks ago

    Vancouver, Washington, United States Jason Robinson Farmers Insurance Full time

    Job OverviewAs an Account Manager with Jason Robinson Farmers Insurance, you will play a vital role in managing and growing our customer base. The ideal candidate will possess excellent customer service skills, a positive attitude, and a proactive approach to sales.CompensationWe offer an annual base salary of $50,000, plus commission and bonus...

  • Insurance Team Member

    2 weeks ago

    Vancouver, Washington, United States Western Community Insurance - Farm Bureau Mutual Full time

    Job SummaryWe are seeking a highly skilled and dedicated Insurance Team Member - Sales Representative to join our team at Western Community Insurance - Farm Bureau Mutual.About the RoleThis is an entry-level opportunity for individuals who possess excellent communication skills, strong listening abilities, and a passion for sales. As an Insurance Team Member...

  • insurance producer

    2 weeks ago

    Vancouver, United States Ed Hamilton Rosales Insurance Full time

    Basic Qualifications •Fundamental computer skills such as experience with Microsoft Office •High school diploma necessary; college degree a bonus •Community Service Minded •Entrepreneurial Mindset •Relationship-Oriented •Great Communication Skills Must be licensed in the applicable states • Ability to pass a background check If the following...

  • Customer Service Representative

    1 week ago

    Vancouver, United States Ryan Paulson - State Farm Agent Full time

    Position OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self...

  • Customer Service Representative

    7 days ago

    Vancouver, United States Ryan Paulson - State Farm Agent Full time

    Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self...