Commercial Insurance Outside Sales Advisor

careers-greenstate; Downers Grove (IL); On-site; USD 70,000 - 82,000; Full time

Job summary

GreenState Credit Union is seeking an Insurance Advisor to drive growth in commercial lines through outside sales. The role focuses on building comprehensive insurance portfolios for insureds and businesses, servicing a personal book of business, and developing referrals from outside sources.

Based in Downers Grove, Naperville, or Rockford, the position emphasizes adherence to credit union values, community involvement, and ongoing education with carrier partners.

Qualifications

• High School Diploma or equivalent is required.
• Minimum of five years of experience as an agent specializing in property casualty insurance sales.
• Property Casualty license required.
• Life and Health Insurance license required.
• CIC certificate preferred.
• Experience in an independent agency preferred.
• Demonstrated entrepreneurial approach to growing business.

Responsibilities

• Advises prospects and insureds regarding features and advantages of various insurance products in an outside sales environment.
• Creates proposals and recommends appropriate insurance products based on insured needs.
• Sells all lines of new business insurance policies to membership and prospects.
• Develops and fosters relationships with recommendation sources outside of the credit union.
• Partners with GreenState Credit Union divisions to drive capture rate and share of wallet.
• Attends marketing events and community activities to generate leads.
• Maintains client relationships and services personal book of business.
• Keeps up-to-date on company products and underwriting guidelines.
• Complies with all policies, procedures and regulatory requirements.

Education

High School Diploma or equivalent

Property Casualty license

Life and Health Insurance license

Certified Insurance Counselor (CIC)

Job description

GreenState Credit Union is seeking an Insurance Advisor to drive growth in commercial lines through outside sales. The role focuses on building comprehensive insurance portfolios for insureds and businesses, servicing a personal book of business, and developing referrals from outside sources.

Based in Downers Grove, Naperville, or Rockford, the position emphasizes adherence to credit union values, community involvement, and ongoing education with carrier partners.