Job description

Why Credit Union Insurance Agency (CUIA)? Wholly owned by Vantage Credit Union, we are an independent insurance agency that has been serving the insurance needs of credit union members since 2002. We offer a variety of products from highly rated and well-respected companies in the industry. You will work with members to discover their insurance needs and advise them on customized solutions that will give them peace of mind.

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Work incoming leads and make outbound sales calls to generate production to consistently achieve minimum new business premium goals.

• Process insurance requests, review existing insurance policies, sell additional insurance products/coverages to fill additional needs, and requote as necessary to retain the business.
• Ensure growth of the book of business is consistent with and in support of the strategic goals and objectives of the Insurance Agency.
• Promote products of carriers and strategic partners and achieve cross product referral goals.
• Remain up to date on the latest developments & trends to maintain a competitive status within the industry.
• Build relationships with partner credit unions to foster lead generation and book of business growth.
• Be available to discuss insurance where the member would like to do business, eg. in person, phone, video. Travel to and between partner credit union financial centers as needed.

QUALITIES AND ABILITIES

• Knowledge — Possesses strong ability for independent thinking that allows for identification of problems and corresponding solutions. Demonstrates a superior commitment to the credit union philosophy and understands the importance of service standards. Possesses overall knowledge of insurance products and willingness to keep up with industry trends and changes in regulations.
• Communication — Displays a high level of trust. Expresses self professionally in both oral and written communication. Must be comfortable communicating with employees at various organizational levels.
• Productivity — Possesses excellent ability to organize work, plan activities, prioritize tasks, and meet deadlines / service level agreements for work assigned. Must be flexible and have an outstanding ability to adapt to changing situations.
• Sales — Must have exceptional phone sales and prospecting skills. Actively interacts with existing and potential members to identify current and future insurance needs, determines appropriate solutions and is successful in recommending solutions. Comfortable in offering other key credit union products.
• Judgement — Sustains high level of sound judgment and reasoning skills. Remain even tempered when faced with challenging situations.
• Accuracy — Performs tasks correctly and efficiently. Has excellent attention to detail.
• Interpersonal Skills —Works both independently and as part of a fast-paced insurance agency team. Displays an unwavering work ethic. Is empathetic, patient, encouraging and inspiring. Has a level of self-awareness. Welcomes constructive criticism and values guidance from different levels. Has a genuine passion for helping others.
• Dependability — Possesses strong sense of ownership and responsibility for the job. Does what is needed to make sure expectations and services are met. Displays integrity and high moral responsibility. Has a willingness to be punctual.

EDUCATION AND EXPERIENCE

• Property, Casualty, Life, Accident & Health insurance licenses are preferred, but not immediately required. If not already held, the individual must obtain P&C license within first 90 days of employment and then Life, Accident & Health within agreed upon timeframe from management.
• Proficiency in rating systems and agency management systems as well as Microsoft Word, Excel, Outlook, and Internet use required.

Pay: $37,500.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Contract type:

• Permanent

Supplemental pay types:

• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Work Location: One location

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