Bilingual Insurance Specialist

4 weeks ago

Saugus, Massachusetts, United States Great Lakes Credit Union Full time
Job Summary

We are seeking a highly skilled Insurance Agent to join our team at Great Lakes Credit Union. As an Insurance Agent, you will be responsible for assisting members in selecting insurance policies that best meet their needs, preferences, and budgets.

Your primary purpose will be to ensure that outstanding service is delivered to both internal and external members, in alignment with our Standards of Greatness. You will be responsible for generating and following up on leads to sell home, life, auto, and other types of insurance.

Key Responsibilities:

  • Provide outstanding member service to both internal and external members.
  • Demonstrate teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
  • Ensure confidentiality of member information.
  • Perform functions on agency management system proficiently and assist others as needed.
  • Process, maintain, and prepare new and renewal accounts for marketing, placement, and delivery to VP/Insurance or clients as directed.
  • Conduct periodic service calls for designated accounts.
  • Perform special projects at the request of designated clients after being approved by manager.
  • Maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.
  • Follow up on outstanding claims and help in their resolution, as necessary.
  • Solicit expiration dates for policies not written by agency.
  • Solicit increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact.
  • Seek referrals from current client base to solicit for new business prospects; follow up to generate new business using prospect database and automation system.
  • Meet minimum sales expectations for all products and services.

Requirements:

  • One to three years of similar or related experience
  • A 2-year college degree, or completion of a specialized certification or licensing, or completion of specialized training courses conducted by vendors, or job-specific skills acquired through an apprenticeship program.
  • Spanish speaking, preferred
  • A professional insurance designation, personal property/casualty agent's license and commercial license (when necessary), required.

Benefits:

  • Competitive total compensation package
  • Health & Wellness: comprehensive medical, dental, and vision insurance plans
  • Employee Banking Benefits: 24/7 digital banking, network of more than 30,000 ATMs, 18 branches
  • Company Paid Life Insurance
  • Generous Paid Time Off
  • Retirement Savings Plan 401(k)
  • Professional Development: training programs, mentorship opportunities, tuition reimbursement
  • Employee Recognition Programs
  • Diverse and Inclusive Culture
  • Community Engagement

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