Personal Insurance Sales Agent

Global Credit Union; Renton (WA); On-site; USD 63,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with 5% match

Paid time off and holidays

Employee assistance program

Job summary

Global Credit Union is seeking an Insurance Sales professional to obtain quotes, complete applications, and cross-sell insurance products. The role requires a Property/Casualty license and experience in personal insurance account management or related roles.

Strong customer service and communication skills are essential, with independence and teamwork in a fast-paced environment. Starting base salary varies by experience and location, with potential for incentives.

Qualifications

• High school diploma or equivalent required.
• Property/Casualty license required.
• 1 year as Personal Insurance Account Manager I or 2 years in related insurance role.

Responsibilities

• Obtain quote information from client.
• Quote risk and prepare application.
• Meet with clients to complete application and forms.
• Cross-sell other insurance products.
• Organize documentation and hand off to Customer Service.
• Generate outside sales via referrals from mortgage/title/real estate professionals.

Skills

PC proficiency

Property/Casualty license

Insurance sales

Customer service

Communication skills

Multi-tasking

Independent work

Education

High school diploma

Tools

Microsoft Office

Job description

Overview

Reports To:Varies by location

Primary Functions:Perform insurance sales functions.

Duties and Responsibilities:

• Obtain quote information from Client.
• Complete Marshall Swift RCE if necessary.
• Quote risk & prepare application.
• Request photos of dwellings.
• Meet with clients to complete application and other required forms.
• Cross sell other insurance products offered by the agency or credit union.
• Mail or upload application to Insurance Company (if applicable: send RCE, quote, photos and/or payment with application).
• Enter client into AMS.
• Document new business activities and set up suspense's for any follow up.
• Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters.
• Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses.
• Perform other duties as assigned.

Qualifications

Education:High school graduate or equivalent.

Creditable Experience in Lieu of Education:Not Applicable

Experience/Skills:Experience in personal computer operations, including internet and Microsoft product, advanced use of word. Ability to communicate well orally and in writing. Must posses Property/Casualty license. One year as Personal Insurance Account Manager I or two years in a related position within the insurance industry. Ability to multi-task. Possess strong customer service skills, organizational skills. Possess good reasoning abilities. Ability to work independently with minimum supervision and as a team participant. Be able to direct work to Customer Service Representative. Must have the ability to back-up Account Managers in periods of absences for client contact. Must be proficient in all aspects of agency product administration. Insurance designation preferred.

Tenure:Not Applicable

Compensation

Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.

Salary Pay Range: 10

$63,233 - $99,908 annually

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
• Click here to view Global's comprehensive Benefits Programs

Equal Opportunity Employer