Property & Causality Insurance Sales Advisor (Bilingual Preferred)

Westmark-Credit-Union; Idaho Falls (ID); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Paid Time Off (3–5 weeks per year)

Excellent health insurance

401k with company match

Tuition reimbursement

EAP

Job summary

Westmark Credit Union is seeking a dedicated Insurance Sales Advisor to deliver consultative solutions and build lasting member relationships. The role involves identifying member needs, presenting Property & Casualty options, and guiding members to suitable credit union products and services.

The position supports a hybrid workflow with travel to local branches as needed and emphasizes member satisfaction and regulatory compliance.

Qualifications

• High School Diploma or equivalent required.
• Active Idaho P&C Insurance License required.
• 1+ years in insurance, sales, financial services, or customer service.
• Ability to travel between Westmark branches as needed.
• Bilingual English/Spanish preferred but not required.

Responsibilities

• Provide consultative guidance on Westmark Insurance and Credit Union products.
• Cross-sell insurance and refer to Credit Union services.
• Explain product features, coverage options, and requirements clearly.

Skills

Relationship building

Consultative selling

Customer service

Verbal communication

Travel readiness

Bilingual EN/ES (preferred)

Education

High School Diploma

Idaho Property & Casualty Insurance License (P&C)

Job description

Description

Discover the Westmark Difference!!

Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.

• 60 % of our employees have been part of the Westmark family for 5+ years.
• 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.
• 85% of our managers were promoted from within the company.
• Westmark has been in business since 1954 and has recently grown to over $1.6 billion in assets, 15 branches, and over 80,000 members!

We also have some of the most impressive benefits in the industry:

• Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.
• Excellent health insurance options for employees and family with shared premiums
• 401k with 75% company match and 2% profit sharing contribution
• Tuition Reimbursement and Scholarships
• Employee Assistance Program (Free counseling and legal services)

Position Summary: The P&C Insurance Sales Advisor serves as a trusted resource for members and prospective members by providing personalized insurance solutions and financial guidance. This role builds relationships, identifies member needs, and recommends property and casualty insurance products while creating opportunities to connect members with relevant products and services. The ideal candidate is relationship-driven, consultative, and passionate about delivering an exceptional member experience.

Schedule: Approximately 40 hours within a Monday through Friday work week rotating Saturdays required

Travel: Up to 50% of the workweek to local branch locations to support business operations, collaboration, and member service initiatives.

Remote/Hybrid: Hybrid eligible

Responsibilities:

• Provide value-based education and consultative guidance on Westmark Insurance and Credit Union products and services through in-person interactions, inbound inquiries, and proactive outreach to members and prospective clients. Cultivate meaningful relationships by proactively generating new business through cold calling, referrals, networking, community engagement, and self-sourced lead development to identify insurance needs and recommend appropriate Property & Casualty coverage solutions.
• Cross-sell insurance products and refer members to relevant Credit Union products and services based on identified needs.
• Explain product features, benefits, coverage options, and requirements in a clear and understandable manner.
• Accurately complete insurance applications and ensure all documentation and processes comply with agency and regulatory requirements.
• Maintain a high standard of quality, accuracy, and efficiency when recommending and processing insurance products and services.
• Deliver a positive and professional experience during every member interaction, regardless of the outcome of the sales conversation.
• Maintain accurate records and ensure timely follow-up on member inquiries, quotes, policy reviews, and sales opportunities.
• Assist members with service requests, problem resolution, and policy-related questions.
• Educate members on digital tools and self-service resources, including online banking, mobile applications, and other technology solutions.
• Collaborate with branch and department team members to ensure members are connected with the appropriate resources and solutions.
• Travel between Westmark branch locations as needed to support member service, business development, and relationship-building efforts.
• Ensure compliance with all Westmark policies, procedures, insurance regulations, and applicable licensing requirements.
• Participate in community outreach, networking opportunities, and Westmark-sponsored events to promote brand awareness and member engagement.
• Demonstrate professionalism, integrity, and accountability in all interactions with members, business partners, and coworkers.
• Maintain a positive attitude, dependable attendance, and a commitment to delivering exceptional service and results.
• Stay informed on industry trends, product updates, and organizational initiatives to effectively serve members and support business goals.
• All other duties assigned by the SVP of the Virtual Branch.

Requirements

Qualifications:

• High School Diploma or equivalent required.
• Active Property and Casualty Insurance License in the State of Idaho required.
• One or more years of experience in insurance, sales, financial services, customer service, or a related field.
• Demonstrated ability to build relationships, identify needs, and recommend appropriate solutions.
• Strong verbal communication skills with the ability to effectively engage with members in person, by phone, and through digital channels.
• Ability to travel between Westmark branch locations as needed.
• Bilingual (English/Spanish) skills are preferred but not required.
• Ability to obtain and maintain required licensing, certifications, and continuing education requirements

Key Competencies:

• Relationship-building and member-focused service mindset.
• Consultative sales skills with the ability to identify needs and recommend appropriate solutions.
• Goal-oriented with a strong drive to achieve individual and team objectives.
• Self-motivated and able to work independently while contributing to a collaborative team environment.
• Strong verbal and written communication skills.
• Effective problem-solving and decision-making abilities.
• Excellent organizational skills with attention to detail and follow-through.
• Ability to manage multiple priorities and maintain productivity in a fast-paced environment.
• Adaptability and willingness to embrace change, new technologies, and evolving business needs.
• Proficiency with computers, smartphones, tablets, and web-based applications.
• Ability to learn and maintain knowledge of Westmark Insurance and Credit Union products, services, and referral opportunities.
• Commitment to professionalism, integrity, confidentiality, and ethical business practices.
• Willingness and ability to receive, apply, and provide constructive feedback and coaching.
• Strong interpersonal skills with the ability to build trust and rapport with members, prospects, and coworkers.
• Personal accountability, reliability, and consistent attendance.
• Community-minded with a willingness to represent Westmark at networking events, community functions, and outreach opportunities.

Physical Requirements:

• Manual Dexterity and hand-eye coordination for tasks such as typing and operating office equipment.
• Sitting for extended periods of time.
• Visual and auditory abilities to understand and communicate with the public.
• Repetitive motion using wrists, hands, and fingers.
• Occasionally lift and carry up to 15 lbs., if required for departmental tasks.
• Ability and willingness to travel up to 50% of the workweek to local branch locations to support business operations, collaboration, and member service initiatives.

Westmark Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws