Insurance Sales Agent I

4 weeks ago

Lake Oswego, United States iQ Credit Union Full time

At iQ Credit Union, we're seeking a skilled Insurance Sales Agent I to join our team. As a key member of our insurance team, you'll be 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.

Key Responsibilities:

  • 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


    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

    participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document

    Qualifications:

    Experience:
    One to three years of similar or related experience

    Education:
    A high school education or GED. Must possess active insurance license.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- )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.

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