Personal Insurance Sales Pro | Growth & Cross-Sell

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

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.