Personal Insurance Sales Agent

Global Credit Union • Anchorage, AK

5d

About The Position

The Personal Insurance Sales Agent will perform insurance sales functions. This role involves obtaining quote information from clients, completing necessary documentation, cross-selling other insurance products, and generating outside sales through referrals. The agent will also be responsible for entering client information into AMS, documenting new business activities, and organizing client files. Additionally, the agent will assist in directing work to Customer Service Representatives and backing up Account Managers during absences. Proficiency in agency product administration is required.

Requirements

• High school graduate or equivalent.
• Experience in personal computer operations, including internet and Microsoft product, advanced use of word.
• Ability to communicate well orally and in writing.
• Must possess Property/Casualty license.
• One year as Personal Insurance Account Manager I or two years in a related position within the insurance industry.
• Ability to multi-task.
• Possess strong customer service skills, organizational skills.
• Possess good reasoning abilities.
• Ability to work independently with minimum supervision and as a team participant.
• Be able to direct work to Customer Service Representative.
• Must have the ability to back-up Account Managers in periods of absences for client contact.
• Must be proficient in all aspects of agency product administration.

Nice To Haves

• Insurance designation preferred.

Responsibilities

• Obtain quote information from Client.
• Complete Marshall Swift RCE if necessary.
• Quote risk & prepare application.
• Request photos of dwellings.
• Meet with clients to complete application and other required forms.
• Cross sell other insurance products offered by the agency or credit union.
• Mail or upload application to Insurance Company (if applicable: send RCE, quote, photos and/or payment with application).
• Enter client into AMS.
• Document new business activities and set up suspense's for any follow up.
• Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters.
• Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses.
• Perform other duties as assigned.

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED