Insurance Sales Producer

Security Service Federal Credit Union•San Antonio, TX

About The Position

Responsible for prospecting, quoting, and selling Personal Lines insurance products to SSFCU members and non-members by interacting professionally and communicating in a positive manner at all times while exceeding expectations. Must meet and/or exceed individual sales goals established by leadership on a consistent basis. Must meets call volume standards, timeliness, and adherence metrics. Every day job functions must be met with quality and integrity at all levels. Manage multiple inbound and outbound lead opportunities on a regular basis and holds themselves accountable for timely interaction with members without close supervision. Prequalifies prospects for insurability and quality of risks. Recommends coverages, completes and submits applications and related documentation to appropriate markets. Executes follow-up as appropriate. Prepare insurance proposals from multiple carriers using an automated rating system and interacts with members in answering questions while ensuring appropriate coverage is offered so the insured's needs are adequately protected. Develop relationships with members by reviewing missed opportunities on unsold leads to completing the sales process with accuracy. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.

Requirements

High school diploma or equivalent
Minimum of three (3) year of insurance sales experience
Property & Casualty License
Experience using Vertafore/AMS360 Agency Management System
Knowledge of Microsoft Word and Excel
Able to communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately
Able to perform a large number of steps in complex system with accuracy and speed