Bilingual Insurance Sales Producer

Security Service Federal Credit Union; San Antonio (TX); On-site; USD 45,000 - 75,000; Full time

Job summary

Security Service Federal Credit Union is seeking a driven insurance sales professional to prospect, quote, and sell Personal Lines insurance to members and non-members, while consistently meeting sales goals and call metrics.

You will prepare carrier proposals, prequalify risks, and develop relationships to close the sale with accurate coverage. A P&C license and AMS360 experience are required; bilingual abilities are a plus.

Qualifications

• High school diploma or equivalent.
• Minimum of three (3) years 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.

Responsibilities

• Prospect, quote, and sell Personal Lines insurance to SSFCU members and non-members.
• Meet and/or exceed individual sales goals; maintain required call volume and adherence metrics.
• Prepare insurance proposals from multiple carriers using an automated rating system.
• Develop relationships with members and complete the sales process with accuracy.
• Complete additional duties to support the organization’s values.

Skills

Insurance sales

Verbal & written communication

Multitasking

Education

High School Diploma or equivalent

Bachelor's degree

Tools

AMS360

Microsoft Word

Microsoft Excel

Job description

What You Will Do

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.

What You Will Do

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.

What We Require

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.

Ideal Candidate Will Have

Bachelor degree or equivalent education. Experience with financial software and hardware (e.g., Bloomberg) is helpful. Thorough knowledge and understanding of federal, state and NCUA regulations. Ability to perform a large number of steps in complex system with accuracy and speed. Able to read, write and speak Spanish.