
Website First Technology Federal Credit Union
Full job details
Do you enjoy discovering new and creative answers? Are you an energetic seller with experience in the insurance field? If that’s the case, we have a great chance for you! Our insurance team is seeking an experienced Sales Agent who has a good network of referrals to assist our members with their insurance requirements. In this job, you’ll promote yourself to grow your book business with our agent and collaborate with Credit Union staff to follow up on new insurance requests and updates for existing members.
Here’s what the job involves and what you need to succeed:
Job responsibilities
- Quickly respond to phone calls, emails, and member requests from credit union staff. Answer questions about insurance benefits and provide solutions that are best for the members.
- Finding clients: Finding possible clients by using leads, recommendations, and networking.
- Build and keep good connections with people in the insurance department and the credit union.
- Create proposals for potential clients and follow up with them by phone. Keep computer records for all present and potential members up to date, following agency and legal rules.
- Keep a list of when policies expire so you can reach out and offer new ideas later.
- Keep electronic customer files updated according to agency and legal rules.
- Keep up with the latest trends, goods, services, procedures, and policies in the insurance business.
Key skills
- Minimum Education: A high school diploma is required; a bachelor’s degree is recommended.
- At least 5 years of sales and customer service experience in a private firm, showing a proven track record of success in sales.
- Familiarity with business insurance plans and providers.
- Good at organizing, studying, and understanding data to make informed choices and advise clients based on their personal level of risk.
- You can work independently, handle your time well, and prioritize tasks to meet goals.
- Skill in building and keeping good relationships with people inside the organization.
- Worked with other professionals like financial managers, mortgage brokers, and real estate agents to create networking possibilities.
- Understanding the laws and rules about personal insurance products.
- Knowledge of using a business management system like EZLynx.
- Basic understanding of Microsoft Office Suite and Comparative Rater.
- Certification/License: You need to have a WA Property & Casualty license and a Life Insurance license. Other states are a benefit.
Location: Terry Ave Experience Center (Seattle, WA) and Downtown Bellevue Experience Center (Bellevue, WA) Target Salary in Washington: $34,800 per year plus bi-weekly payments (these payments will be adjusted based on possible future bonuses, which could be over $100,000 in the first year).
The available benefits choices are:
- Standard health, dental, and eye care insurance
- 401K matching is available up to 5% of your paycheck each time you get paid.
- You can earn up to 17 days of Paid Time Off in your first year at work. You also get 11 paid government holidays.
- Employees can get special prices on loans like mortgages, car loans, and personal loans. To qualify for these special prices, you must meet the regular account requirements and approval guidelines.
To apply for this job please visit jobs.jobvite.com.