Insurance Sales Agent

First Tech Federal Credit Union; Boulder (CO); On-site; USD 31,000 - 38,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) match

Paid Time Off

Paid federal holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union is seeking an Insurance Sales Agent to be the first contact for prospective clients and to sell insurance products that protect members from financial loss. You will maintain relationships with policyholders, advise of changes in coverage, and quote renewals while providing risk management guidance.

On-Site in Fort Collins + Boulder Experience Center, CO, with a target compensation of $34,800 annually plus potential draw and incentives.

Qualifications

• High School Diploma required; Bachelor's degree preferred.
• Minimum 2 years' sales and customer service experience in insurance with a proven sales record.
• Ability to analyze data and guide clients based on risk tolerance.
• Ability to work autonomously and manage time to meet deadlines.
• Strong relationships with internal stakeholders and customers.

Responsibilities

• Respond to inquiries via phone, email, or in person and offer suitable insurance solutions.
• Develop and maintain relationships with stakeholders in the insurance department and credit union.
• Prepare proposals and follow up with members; maintain up-to-date electronic files per regulations.
• Manage policy expiration dates and provide renewal proposals.
• Keep up-to-date knowledge of insurance trends, products, procedures, and policies.

Skills

Sales experience

Customer service

Data analysis

Time management

Relationship building

Property & Casualty license

Life Insurance license

Education

High School Diploma

Bachelor's degree preferred

Tools

Hawksoft

Microsoft Office

Comparative Rater

Job description

Description

The Insurance Sales Agent serves as the first contact with a prospective client, seeking to sell insurance products to protect members from financial loss. This position also maintains relationships with existing policyholders, advising of changes in coverage, proactively contacting the client on renewal to discuss coverage and obtain expiration dates to quote other businesses while providing risk management advice.

Here’s what you can expect from the job and what you need to be successful:

What You'll Do:

• Respond to phone calls, emails, walk-ins and member referrals from credit union staff in a timely manner; answer member questions regarding insurance coverage and offer solutions with the members' best interest in mind
• Develop and maintain strong relationships with stakeholders in the insurance department and the credit union
• Prepare proposals for prospects and make follow-up calls to members; maintain up to date electronic files on all current and prospective members in compliance with agency and regulatory requirements
• Maintain list of policy expiration dates to contact and provide proposals in the future
• Maintain up-to-date electronic customer files in compliance with agency and regulatory requirements
• Maintain up-to-date knowledge of insurance industry trends, products/services, procedures and policies

Essential Skills:

• Minimum Education: High School Diploma; Bachelor's degree is preferred
• Minimum 2 years' sales and customer service experience in the insurance industry, demonstrating a successful sales record
• Skilled in organizing, analyzing and interpreting data to reach sound decisions and guide clients based on individual risk tolerances
• Ability to work autonomously, to manage time effectively and prioritize work appropriately to meet deadlines
• Ability to establish and maintain strong relationships with internal stakeholders
• Proven track record as an insurance sales agent with an independent personal lines agency
• Broad knowledge of the laws and regulations regarding personal lines insurance products
• Familiarity with an agency management system (such as Hawksoft)
• Working knowledge of Microsoft Office Suite and Comparative Rater
• Certification/License: Property & Casualty license, Life Insurance license

Location:

Fort Collins + Boulder Experience Center | Colorado (On-Site)

Target Compensation:

$34,800 annually + bi-weekly draw (draw is reconciled against future potential incentive earnings which could be up to $120K+ in the first year)

Schedule:

Monday - Friday | Full-Time (On-Site)

#INDHI

Who We Are:

Every great journey begins with a bold idea-and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees are eligible for:

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements:

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [e-mail] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

First Tech is not currently offering Visa transfer/sponsorship for this position.