Property & Casualty Insurance Sales Agent
About The Position
Founders Federal Credit Union helps our members attain their financial goals. Our innovative services, convenient locations, and friendly employees are dedicated to our members and their financial future. Founders Federal Credit Union is strongly committed to providing the highest level of quality service to our members. We realize our outstanding, dedicated employees make it all happen. The Property and Casualty Insurance Sales Agent position involves heavy customer interaction and requires dedication to delivering a superior customer service experience. This role requires the ability to generate new business by contacting potential customers and selling various types of insurance products.
Requirements
- Property & Casualty Licensing is required for both South Carolina and North Carolina.
- One to three years of experience specifically in Property and Casualty sales is required.
- Competitive spirit and drive to achieve personal and sales success.
- Team player who is assertive and persistent with obtaining individual and team goals.
- Desire to work in a dynamic and fast-paced environment.
- Possess above average computer proficiency and the ability to operate various software programs simultaneously.
- Demonstrate professionalism when interacting with members, non-members, producers, and associates.
- Accountable to commitments, consistently meets deadlines, and demonstrates diligence with meetings and appointments.
- Ability to offer creative and innovative solutions to changing, customer and business, needs.
- Excellent listening skills and ability to understand customer and producer needs.
- Take initiative to learn multiple internet platforms and agency management systems.
Nice To Haves
- A college degree is preferred but not required
Responsibilities
- Proactively build relationships and gain customer commitment by informing and recommending appropriate coverage. Member interaction will occur primarily via call center.
- Interact with policyholders to deliver and explain policy coverage and suggest additions/changes.
- Analyze and customize insurance programs to suit individual customers, often covering a variety of risks.
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Select company to underwrite policy that offers type of coverage requested by client.
- Reach out to potential clients to expand our customer base.
- Complete administrative tasks, such as processing required paperwork, maintaining logs, handling policy renewals, and reviewing commission statements for accuracy.
- Work closely with Credit Union staff to gather referrals. Relationship development is critical to this function.
- Compliance with applicable statutes and regulations including, but not limited to, BSA.
- All other duties as assigned.
Benefits
- Paid Holidays
- Paid Time Off
- Family-oriented culture that values work/life balance
- Retirement Plan (401k with employer contributions + Pension Plan fully funded by FFCU)
- Comprehensive Health and Dental Insurance
- Life and Accidental Death & Dismemberment Insurance (at no cost to employee)
- Voluntary Supplemental Life Insurance coverage for employee, spouse, and children
- Health Care and Dependent Care Flexible spending accounts
- Long Term Care Plan
- Short-Term and Long-Term Disability Insurance
- Tuition reimbursement to assist with furthering education
- Certifications - Assistance with achieving and maintaining
- Fit Founders Wellness Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
