Insurance Agent/Producer

Hoosier Hills; Bedford (IN); On-site; USD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking credit union as an Insurance Agent/Producer, where your passion for helping others will shine. This dynamic role involves managing member inquiries, providing tailored insurance solutions, and building lasting relationships within the community. With a competitive salary structure that includes base pay and commission, you will have the opportunity to grow your career in a supportive environment. Your contributions will directly impact members' lives, ensuring they have the coverage they need. If you're ready to make a difference and thrive in a sales-focused position, this is the perfect opportunity for you!

Benefits

Comprehensive Benefits Package

Health Insurance

Retirement Plans

Paid Time Off

Growth Opportunities

Supportive Environment

Qualifications

• Minimum of three years of experience in insurance programs required.
• Must hold or be able to obtain proper licensing with the Indiana Department of Insurance.

Responsibilities

• Manage member inquiries and provide personalized insurance advice.
• Develop and maintain relationships with clients and cross-sell Credit Union products.

Skills

Interpersonal Skills

Judgment and Problem Solving

Mathematical Skills

Sales Focus

Service Orientation

Education

High School Diploma or Equivalent

Tools

Word Processing Software

Spreadsheet Software

Internet Navigation

Job description

Join Our Award-Winning Team as an Insurance Agent/Producer!

Forbes has recognized Hoosier Hills Credit Union as one of Indiana’s Top Three Credit Unions for 2023 and 2024!

Are you passionate about helping people find the right insurance products to meet their needs? Do you have experience in insurance and enjoy building strong relationships with clients? If you’re eager to make a positive impact on our members’ lives and the community, we’d love to meet you!

Location: Hoosier Hills Insurance Agency HQ is located in Orleans IN, however position travels to best serve Members and Insureds throughout our service area. Office space is available for use in any of our locations, from Ellettsville to Tell City and in between.

What We Offer:

• Competitive Salary: Base salary + commission (compensation program shifts to commission-only over a three-year period)
• Comprehensive Benefits Package: Including health insurance, retirement plans, paid time off, and much more.
• Impactful Work: Your efforts will directly contribute to ensuring our members have the insurance coverage they need.
• Supportive Environment: Work with a team that values your contributions and supports your professional growth.
• Growth Opportunities: Gain valuable experience and advance your career in the insurance and financial services industry.
• A Rewarding Career: Be part of a team that’s dedicated to making a difference in the lives of our members and the communities we serve.
• Sales-Focused Role: This role will have a home base at the agency office in Orleans, but you will be in the field frequently on sales calls.

If you are dedicated to delivering outstanding service and helping members navigate their insurance needs, apply today, and take the next step in your career with Hoosier Hills Credit Union’s Insurance Agency.

Opportunity Overview:

As an Insurance Agent/Producer, you will be responsible for managing member inquiries, both in person and via phone, while providing administrative assistance to the Hoosier Hills Insurance Agency. You will help our members find the best insurance solutions tailored to their specific needs and ensure they have all the information required to make informed decisions. Your role will directly contribute to building long-term relationships with clients and cross-selling other Credit Union products. This is a sales-oriented role where you’ll frequently be out in the field on sales calls to meet potential clients and promote our insurance offerings.

What You’ll Do:

• Mission and Service: Be an integral part of Hoosier Hills Credit Union’s and Hoosier Hills Insurance Agency’s mission by providing exceptional service that aligns with our Service Promises.
• Member Interaction: Greet insurance agency guests, assess member needs, and offer personalized advice on insurance products.
• Provide Quotes and Information: Offer members accurate pricing, quotes, and detailed information on various insurance products.
• Recommendations and Support: Make recommendations and explain the best insurance options based on members' specific needs.
• Relationship Building: Develop and maintain relationships with clients and Members to ensure long-term satisfaction.
• Product Knowledge: Maintain up-to-date knowledge of all company products, pricing, and features to offer the best advice.
• Follow-Up: Stay in contact with members to resolve any unresolved insurance needs or issues.
• Cross-Sell Credit Union Products: Identify opportunities to promote and cross-sell other Credit Union products to members.
• Sales Calls: Frequently engage in sales calls to meet potential clients, build relationships, and expand your client base.
• Compliance: Complete required annual Bank Secrecy/OFAC and compliance training and adhere to all BSA/AML laws, rules, and regulations.
• Other Duties: Perform other duties as assigned by management.

What We’re Looking For:

• Educational Background: High school diploma or equivalent required.
• Relevant Experience: Minimum of three years of experience in working with insurance programs.
• Licensing: Must hold or be able to obtain proper licensing with the Indiana Department of Insurance (Property Casualty and Life & Health).
• Interpersonal Skills: Professional and well-developed interpersonal skills to interact with members and represent Hoosier Hills Insurance Agency and the Credit Union in a positive light.
• Judgment and Problem Solving: Ability to use judgment in day-to-day situations, solving problems within established guidelines.
• Mathematical Skills: Intermediate mathematical skills for calculations involving decimals, percentages, fractions, etc.
• Technology Skills: Basic knowledge of word processing, spreadsheet software, and the use of the Internet.
• Service Orientation: Strong commitment to delivering excellent customer service and building lasting member relationships.
• Sales Focus: Comfortable with a sales-driven role, with the ability to meet and exceed sales goals through effective prospecting and client interactions.

Hoosier Hills Credit Union is an Equal Employment Opportunity Employer.

If you are ready to make a meaningful impact and help our members navigate their insurance needs, apply today to join our award-winning team!