Personal Lines Insurance Advisor

Schoolsfirst-Federal-Credit-Union; Santa Ana (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

SchoolsFirst FCU in Santa Ana seeks an Insurance Agent to deliver outstanding member service while securing and underwriting personal lines policies (auto, home, and related coverages). You will discuss options, prepare quotes, and help Members find the best coverage, rates, and terms.

This role requires 3–5 years of relevant experience, a High School Diploma or GED (Bachelor's preferred) and an active Personal Lines or Property & Casualty license.

Qualifications

• High School Diploma or GED required.
• Bachelor's Degree in a related field or equivalent years of experience required.
• 3-5 years of prior relevant experience required.

Responsibilities

• Provide excellent service to Members seeking information on insurance products.
• Secure new policies with favorable coverage, cost, and terms.
• Prepare quotes and discuss options with Members to determine best coverage.
• Bind coverage and issue evidence of property insurance and invoices.
• Process changes/endorsements and respond to member inquiries about policies.

Skills

Customer service

Insurance knowledge

Sales & upsell

Education

High School Diploma or GED

Bachelor's Degree in a related field

Tools

Personal Lines Insurance License

Job description

SchoolsFirst FCU in Santa Ana seeks an Insurance Agent to deliver outstanding member service while securing and underwriting personal lines policies (auto, home, and related coverages). You will discuss options, prepare quotes, and help Members find the best coverage, rates, and terms.

This role requires 3–5 years of relevant experience, a High School Diploma or GED (Bachelor's preferred) and an active Personal Lines or Property & Casualty license.