Insurance Agent

Deseret First Credit Union•West Valley City, UT

1d•Hybrid

About The Position

At Deseret Insurance Agency, an affiliate of Deseret First Credit Union, the primary responsibility is to sell insurance policies to new and existing clients. Agents help clients find the insurance company and coverage that best fits their needs. Also assists clients with policy changes and acts as an advisor to insured clients. Maintains policy records and seeks out new clients. This position will be primarily in-office; however, there will be some work-from-home flexibility.

Requirements

Two years of similar or related experience
A two-year college degree or completion of a specialized course of study at a business or trade school preferred. Education requirement may be substituted with equivalent knowledge gained through work experience.
P&C license required
Property and Casualty insurance background
Courtesy, tact, and diplomacy are essential elements of the job
Goal oriented, self-motivated and a team player
Be able to sell products by providing adequate information and helping clients understand a need
Communicate well with clients to help them feel comfortable and that their needs are being met
Deal with team members in a friendly and professional manner
Strong organizational skills
Strong customer service skills
Microsoft Office Suite
The Agency currently uses Hawksoft as its client management system and Quomation for its quoting vendor. Previous experience with these systems is not required but familiarity with Windows based platforms is helpful.
Typing skills

Responsibilities

Sell various types of insurance policies to individuals and businesses on behalf of insurance companies, including Automobile, Home, and Life.
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
Assist clients with claims and policy maintenance. Look for alternatives when necessary to ensure client satisfaction.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Conduct internal training on insurance products and help administer branch referral programs as requested.
Assist in promoting credit union products and services
Performs other related duties as assigned