Insurance Sales Professional

2 weeks ago


Austin, Texas, United States United Heritage Credit Union Full time

We are seeking an ambitious Insurance Sales Specialist to grow our UHCU Insurance Services, LLC insurance agency. As a key member of our team, you will be responsible for producing new insurance agency business while providing exceptional service to our existing members/clients.

This position offers highly incentivized earnings for someone who is goal-oriented. You will have the opportunity to build rapport with our members to truly understand their needs and match them with the best solutions.

To succeed in this role, you will need to 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.

Key Responsibilities:

  • 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.

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.


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