CUIA Retention Specialist na VANTAGE CREDIT UNION

Description

JOB FUNCTIONS

• Champion client retention through proactive engagement and personalized service.
• Conduct policy review calls to ensure clients understand their coverage, identify gaps, and recommend additional products or coverages as needed.
• Requote policies as necessary to meet client needs and retain the business.
• Develop and execute targeted retention and win-back campaigns using email, direct mail, phone calls, and social media.
• Act as overflow support for both service and sales teams.
• Maintain accurate client records in CRM and agency management systems.
• Ensure growth of the book of business is consistent with and in support of the strategic goals and objectives of the Insurance Agency.
• Promote products of carriers and strategic partners and achieve cross product referral goals.
• Stay current on industry trends and developments to maintain a competitive edge.
• Build relationships with partner credit unions to foster lead generation and book of business growth including attendance at community engagement events and participation in retail staff referral development/product training.
• Be available to discuss insurance where the member would like to do business, i.e. in person, phone, video. Travel to and between partner credit union financial centers may be needed.

Why Credit Union Insurance Agency (CUIA)? Wholly owned by Vantage Credit Union, we are an independent insurance agency that has been serving the insurance needs of credit union members since 2002. We offer a variety of products from highly rated and well-respected companies in the industry. You will work with members to discover their insurance needs and advise them on customized solutions that will give them peace of mind.

Qualifications

REQUIREMENTS

• Knowledge — Demonstrates thoughtful problem-solving and a proactive mindset. Shows a strong commitment to the credit union philosophy and understands the importance of delivering exceptional service. Maintains a solid understanding of insurance products and is eager to stay current with industry trends and regulatory updates
• Communication — Communicates clearly and professionally in both written and verbal formats. Build trust through respectful and transparent interactions. Comfortable engaging with team members across all levels of the organization.
• Productivity — Manages time effectively and stays organized in a dynamic environment. Prioritizes tasks with flexibility and adapts well to changing needs. Consistently meets deadlines and service level expectations.  
• Judgement — Approaches decisions with sound reasoning and a calm demeanor, even in challenging situations. Maintains professionalism and composure under pressure.
• Accuracy — Pays close attention to detail and strives for precision in all tasks. Take pride in delivering high-quality work.
• Interpersonal Skills — Works well independently and thrives in a collaborative team setting. Demonstrates empathy, patience, and a genuine desire to support others. Open to feedback and values opportunity for growth. Brings positive energy and a strong sense of purpose to the role.
• Dependability — Takes ownership of responsibilities and follows through reliably. Upholds integrity and accountability in all aspects of the job. Values punctuality and consistency.

EDUCATION/EXPERIENCE

• Property, Casualty, Life, Accident & Health insurance licenses are preferred, but not immediately required.  If not already held, the individual must obtain P&C license within first 90 days of employment and then Life, Accident & Health within agreed upon timeframe from management.
• Comfortable working with technology and able to become proficient in agency systems and commonly used software following training.  

PHYSICAL REQUIREMENTS  

The position requires the following physical activities within varying environmental conditions:

• Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time.
• Occasional travel or moving from one office location to another or from one department to another at the headquarters building.
• Occasional lifting, moving, or adjusting objects up to 20 pounds.
• Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.
• Work will be in a commercially reasonable temperature-controlled environment.
• Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.