Insurance Sales Agent - Marlborough

Digital Federal Credit Union; Marlborough (MA); On-site; USD 35,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid Time Off

Paid holidays

Employee pricing on lending products

Job summary

Digital Federal Credit Union is seeking an Insurance Sales Agent in Marlborough, MA. This hybrid role balances client contact with internal collaboration to grow personal lines insurance revenues.

You will quote coverage, manage renewals, and advise on risk management for members. Requirements include a high school diploma (bachelor’s preferred) and 2+ years in insurance sales or customer service, plus a P&C and Life license.

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 advise clients based on risk tolerance.
• Ability to work autonomously and manage time to meet deadlines.
• Strong relationship-building with internal stakeholders.
• Experience as an insurance sales agent with an independent personal lines agency is a plus.
• Knowledge of personal lines insurance laws and regulations.
• Familiarity with agency management systems (e.g., Hawksoft).
• Proficiency in MS Office and Comparative Rater.

Responsibilities

• Respond to inquiries and propose insurance solutions with members’ best interest in mind.
• Develop and maintain relationships with stakeholders in the insurance department and credit union.
• Prepare proposals and follow up with prospects; keep electronic files current and compliant.
• Track policy expiration dates and provide renewal proposals.
• Maintain up-to-date electronic customer files in compliance with agency and regulatory requirements.
• Stay informed on insurance industry trends, products, procedures and policies.

Skills

Sales and customer service

Insurance product knowledge

Data analysis and decision making

Time management/autonomy

Relationship building

License: P&C and Life

Hawksoft familiarity

Microsoft Office & Comparative Rater

Education

High School Diploma

Bachelor’s degree preferred

Tools

Hawksoft

Microsoft Office

Comparative Rater

Job 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 a 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

Marlborough/Chelmsford, MA (HYBRID)

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 | 8am-5pm

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.

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