Commercial Insurance Specialist - Redstone Insurance Services

Redstone Federal Credit Union

2d•Onsite

About The Position

Serves as Commercial Insurance Agent for Redstone Services Group by providing sales and service of Property & Casualty insurance products to members for new and existing accounts.

Requirements

High School Diploma
3 years Commercial Insurance Industry experience
AL P&C Insurance License
TN P&C Insurance License
Effectively apply internal and external customer service practices and processes to meet quality service standards and achieve member satisfaction.
Learn and apply information, on a wide range of Redstone Services Group products, services and regulatory compliance requirements, in order to assess member situations and develop solutions.
Resolve problems utilizing advanced knowledge and experience.
Communicate in a professional manner and deliver information clearly and effectively.
Actively listen to questions, opinions and ideas of others.
Use tact and diplomacy in sensitive and confidential situations.
Use correct English including spelling, grammar and punctuation.
Operate computers and use business software and other standard office equipment.
Understand and follow written and oral instructions.
Set priorities and manage one’s own time effectively.

Responsibilities

Maintains a professional image and demeanor at all times consistently demonstrating Agency PREPARED Core Values and adhering to the Agency Code of Ethics.
Delivers friendly, caring service to internal and external members.
Meets with members; assesses their needs and concerns; explains features and merits of commercial insurances policies offered; recommends amount and type of coverage based on analysis of member's circumstances.
Develop and execute a plan to expand commercial client base and obtain new client accounts.
Providing professional risk management advice regarding available products and services
Documents and processes requests for new products and services, including, but not limited to; calculating and quoting premium rates; completing applications, collecting premiums to bind coverage, and determining payment methodology.
Assists policyholders with commercial insurance claims, changes, and renewing or upgrading accounts.
Provide immediate follow up on referrals and with existing client to insure client satisfaction with program and insurance products
Provides technical guidance and assistance to staff; researches and resolves escalated issues and problems.
Provides insurance referral training and works with the Investment Executives to promote financial planning strategies.
Complies with all applicable regulatory requirements, Agency and Credit Union policies and procedures.
Adheres to all security procedures and maintains strict confidentiality of all member information.
Completes training and self-study to achieve and maintain required knowledge of Agency and Credit Union products, services and overall operations.
Completes required on-line regulatory and compliance training, on a semi-annual basis, including but not limited to; Bank Secrecy Act, Anti-Money Laundering and USA Patriot Act.