Licensed P&C Insurance Sales Producer bei PRIMEWAY FEDERAL CREDIT UNION

Description

Department:   PrimeWay Insurance Agency             Reports To: President

Employment Status: Full Time                                 Classification: Non-Exempt

Position Summary:

An exclusive opportunity to become a sales P&C producer for our Credit Union network. This role will be responsible for the sale of P&C products to existing credit union members and prospects. Tired of trying to find your own lead source? Join a team and help build an Agency from the ground floor.

Responsibilities:

• Effectively manage incoming and outbound calls
• Conduct policy reviews & update policies through endorsements
• Cross-sell existing customers with other P&C products
• Generate sales for Home and Auto products through outbound and inbound calls as well as banker referrals.
• Understand and guide customers through billing concerns
• Provide Excellent Customer Service
• Assisting with On-Boarding New Customers
• Understand and communicate all possible discounts with customers
• Listen, communicate and resolve customer concerns
• Process payments and policy changes
• Educate customers and prospects on how to protect their family and assets
• Provide positive customer experiences

Qualifications

Knowledge and Skills

• Strong Personal Drive
• Goal Driven
• Good organizational skills
• Confident with a Strong Work Ethic
• Excellent Communication/interpersonal skills
• Willingness to learn
• Strong attention to detail

Education and Experience

• High school education or GED 6 months – 2 years relevant experience
• Must have an active Property & Casualty license
• 3+ years of successful sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• 1+ years of successful customer service experience preferred

ADA Requirements

• Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable and timely attendance.