Insurance Sales Producer

Security Service Federal Credit Union•San Antonio, TX

11h

About The Position

The Insurance Sales Producer prospects, quotes, and sells Personal Lines insurance products to SSFCU members and non-members. The role requires professional, positive communication and a focus on exceeding expectations while consistently meeting or exceeding individual sales goals, call volume standards, timeliness, and adherence metrics. Daily job functions must be performed with quality and integrity. The producer manages multiple inbound and outbound lead opportunities, follows up with members promptly, and works accountably without close supervision. The producer prequalifies prospects for insurability and risk quality, recommends coverage, completes and submits applications and related documentation to appropriate markets, and follows up as appropriate. The role also prepares insurance proposals from multiple carriers using an automated rating system and answers members’ questions to help ensure appropriate coverage protects their needs. The producer builds member relationships by reviewing missed opportunities on unsold leads and completing the sales process accurately. Other job-related duties may be assigned to support the organization’s vision, purpose, and values.

Requirements

High school diploma or equivalent.
At least three years of insurance sales experience.
Property & Casualty License.
Experience using the Vertafore/AMS360 Agency Management System.
Knowledge of Microsoft Word and Excel.
Ability to communicate verbally and in writing to explain complex issues, interpret complex information, and respond appropriately.
Ability to perform numerous steps in complex systems accurately and quickly.

Responsibilities

Prospect, quote, and sell Personal Lines insurance products to members and non-members.
Consistently meet or exceed individual sales goals and meet call volume, timeliness, and adherence standards.
Manage inbound and outbound lead opportunities and interact with members promptly without close supervision.
Prequalify prospects for insurability and quality of risks.
Recommend coverages and complete and submit applications and related documentation to appropriate markets.
Follow up with prospects and members as appropriate.
Prepare insurance proposals from multiple carriers using an automated rating system.
Answer members’ questions and ensure appropriate coverage is offered to protect their needs.
Review missed opportunities on unsold leads, develop member relationships, and complete the sales process accurately.
Perform other job-related duties in support of the organization’s vision, purpose, and values.