Risk Management Specialist
6 days ago
**About the Role**
This dynamic position is part of our team at Financial Partners Credit Union, where we offer a range of insurance products to our members. As an Insurance Agent - CSR (Customer Service Representative), you will be responsible for new business production, endorsements, and building lasting relationships with our large member base.
We are looking for experienced licensed Property & Casualty Insurance Agents who can provide insurance quotations, educate and assist members in making coverage decisions, and make underwriting and policy placement decisions based on customer needs.
**Key Responsibilities:**
• Provide insurance quotations for most personal lines coverages using FSC rating program and other insurance company specific rating software.
• Educate and assist members in making coverage decisions based on their specific needs.
• Make underwriting and policy placement decisions based on customer needs and in conjunction with the insurance company's guidelines.
• Complete applications for new business, process endorsements, and suspense files for accurate completion.
• Respond to insurance carrier memos and customer/member questions or issues in a timely manner.
• Annual review of member existing policies to assess coverage and make recommendations.
• Actively solicit prospects to increase sales that is consistent with the marketing plan.
• Perform additional functions at the direction of management.
**Requirements:**
• High school or equivalent.
• 3 to 5 years of experience in Personal Lines.
• Proficiency in Word, Excel, and Agency Management Systems (Hawksoft).
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