Insurance Sales Agent

VyStar Credit Unions; Jacksonville (FL); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) Plan

Paid technical training

Tuition reimbursement

Job summary

VyStar Credit Unions in Jacksonville is hiring an Insurance Sales Agent. This role involves generating Property & Casualty sales while building relationships across various channels. The ideal candidate will have insurance experience and effective communication skills.

Key responsibilities include developing sales strategies, providing consultative services, and ensuring adherence to regulations. A high school diploma is required, with a preference for further education. Full-time and part-time positions available.

Qualifications

• 1–2 years’ insurance experience required; personal lines experience mandatory.
• Current State Property & Casualty license required.
• Ongoing professional development hours to maintain designations.

Responsibilities

• Develops strategies to generate new sales opportunities.
• Conducts thorough assessments of needs and provides tailored solutions.
• Identifies opportunities to sell and cross-sell insurance products.
• Fosters satisfaction and loyalty through relationship building.
• Proactively identifies, assesses, and manages risks.
• Demonstrates VyStar's Excellence Behaviors.

Skills

Sales orientation

Problem-solving

Communication

Organizational skills

Technological proficiency

Education

High school diploma or equivalent

Associate’s or bachelor’s degree

Tools

MS Office

Job description

Insurance Sales Agent

At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on‑job training program, and tuition reimbursement available to all full and part‑time employees. Part‑time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees.

Accountability Statement

Responsible for generating Property & Casualty sales through ongoing prospecting and lead generation, leveraging branch networking and partnerships across our diverse range of product offerings. Ensures that insurance offerings adhere to the requirements set forth by carriers, sales centers, and regulatory authorities at the state level. Effectively drives sales transactions to enhance the profitability of VyStar Insurance Agency (VIA). Builds and maintains external networking relationships with:

• Realtors
• Mortgage brokers
• Title agencies
• Apartment complexes
• Builders

Essential Responsibilities

• Sales and Business Development – Develops strategies to generate new internal and external sales opportunities. Builds and maintains relationships with VIA members and non‑members, ensuring satisfaction to promote renewals and referrals. Cross‑sell to grow VIA’s overall book of business through diverse product offerings.
• Consultative Service and Problem Solving – Conducts a thorough assessment of needs and delivers consultative services through proactive problem‑solving. Utilizes resources proactively to provide quality and tailored solutions in a timely manner. Presents product options to address the requirements of both members and non‑members, including enhanced coverage alternatives.
• Sales Channels and Cross‑Selling – Identifies and capitalizes on opportunities to sell and cross‑sell both personal and commercial insurance products. Employs telephone, text, and email communication to facilitate sales efforts. Provides prompt and effective follow‑up on inquiries from both members and non‑members to secure new business and maintain existing policies.
• Relationship Building – Provides comprehensive information to members and non‑members regarding all VIA products and services. Develops strong relationships that foster satisfaction, loyalty, and connection to the VyStar brand.
• Risk Management – All employees are expected to proactively help identify, assess, manage, and report risks within their domain of work. Employees serve as the first line of defense, with the Risk team providing second‑line oversight and the Audit team serving as third‑line assurance.
• VyStar Excellence Behaviors – Demonstrates Focus, Connect, Understand, Counsel, Advance, and Verify through daily interactions and follow‑up actions.

Job Qualifications

• Education – High school diploma or equivalent required. Associate’s or bachelor’s degree preferred.
• Experience – 1–2 years’ insurance experience required; personal lines experience mandatory, commercial experience preferred. General knowledge of insurance departments, operations, terminology, and objectives.
• Licenses – Current State Property & Casualty license (2044 Personal lines required; 220 General Lines preferred).
• Continuing Education – Ongoing professional development hours to maintain designations, certifications, and insurance‑related license.

Knowledge, Skills & Abilities

• Sales‑oriented, resilient, and competitive drive for success & growth.
• Strong problem‑solving, decision‑making, and initiative.
• Self‑motivated, accountable, and professional with confidentiality.
• Excellent verbal and written communication, rapport building, and customer service.
• Organizational skills with high attention to detail and multitasking ability.
• Technologically proficient, with knowledge of insurance industry processes, quoting platforms, and CRM tools. MS Office proficiency required; agency management system experience preferred.