Global Credit Union is seeking a Personal Insurance Sales Agent to perform insurance sales functions. The role involves obtaining quotes, meeting with clients, and cross-selling insurance products, while also ensuring proper documentation and follow-up activities are completed.
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
Skills
- 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
- Possess 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
- Insurance designation preferred
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
Company Overview
Global Credit Union provides financial services such as e-services, debit, and credit rewards as well as offers a wide range of loans. It was founded in 1985, and is headquartered in Anchorage, Alaska, USA, with a workforce of 1001-5000 employees. Its website is https://globalcu.org/.