Insurance Sales Representative
1 day ago
Job Summary:
We are seeking a highly motivated and experienced Personal Insurance Sales Agent to join our team at Global Credit Union. As a Personal Insurance Sales Agent, you will be responsible for performing insurance sales functions, including obtaining quote information from clients, completing applications, and cross-selling other insurance products offered by the agency or credit union.
Key Responsibilities:
- Obtain quote information from clients and complete applications
- Quote risk and prepare applications
- Meet with clients to complete applications and other required forms
- Cross-sell other insurance products offered by the agency or credit union
- Mail or upload applications to insurance companies
- Enter clients into our agency management system
- Document new business activities and set up suspense's for follow-up
- Organize documentation in files and provide to customer service representatives
- Generate outside sales via referrals from mortgage companies, title companies, real estate offices, and other businesses
Requirements:
- High school graduate or equivalent
- Experience in personal computer operations, including internet and Microsoft products
- 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 and work independently with minimum supervision
- Strong customer service skills and organizational skills
- Good reasoning abilities and ability to direct work to customer service representatives
Compensation:
Salary pay range: $57,484 - $90,825 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range
Benefits:
- Short-term and long-term incentives
- Comprehensive medical, dental, and vision insurance plan with 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, including Paid Time Off accrual, Paid Sick Leave, and Paid Holidays
Equal Opportunity Employer:
Global Credit Union is an equal opportunity employer and welcomes applications from diverse candidates.
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