Description
The Insurance Sales Agent serves as the first contact with a prospective client, seeking to sell insurance products to protect members from financial loss. This position also maintains relationships with existing policyholders, advising of changes in coverage, proactively contacting the client on renewal to discuss coverage and obtain expiration dates to quote other businesses while providing risk management advice.
Primary Responsibilities:
- Respond to phone calls, emails, walk-ins and member referrals from credit union staff in a timely manner; answer member questions regarding insurance coverage and offer solutions with the members' best interest in mind
- Develop and maintain strong relationships with stakeholders in the insurance department and the credit union
- Prepare proposals for prospects and make follow-up calls to members; maintain up to date electronic files on all current and prospective members in compliance with agency and regulatory requirements
- Maintain list of policy expiration dates to contact and provide proposals in the future
- Maintain up-to-date electronic customer files in compliance with agency and regulatory requirements
- Maintain up-to-date knowledge of insurance industry trends, products/services, procedures and policies
Experience and Education Requirement:
- Minimum Education: High School Diploma; Bachelor's degree is preferred
- Minimum 2 years' sales and customer service experience in the insurance industry, demonstrating a successful sales record
- Skilled in organizing, analyzing and interpreting data to reach sound decisions and guide clients based on individual risk tolerances
- Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines
- Ability to establish and maintain strong relationships with internal stakeholders
- Proven track record as an insurance sales agent with an independent personal lines agency
- Broad knowledge of the laws and regulations regarding personal lines insurance products
- Familiarity with an agency management system (such as Hawksoft)
- Working knowledge of Microsoft Office Suite and Comparative Rater
- Certification/License: Property & Casualty license, Life Insurance license
Location:Nimbus Experience Center - Beaverton, OR 97008
Target Compensation in Oregon:$34,800 annually + bi-weekly draw (draw is reconciled against future potential incentive earnings which could be up to $100K+ in the first year)
Benefits options include:
- Traditional medical, dental, and vision coverage
- 401K matching up to 5% per pay period
- Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
- 11 paid federal holidays
- Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Clickhereto learn more! First Tech is not currently offering Visa sponsorship for this position.
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