Insurance Sales Agent jobs in United States
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VyStar Credit Union · 5 months ago

Insurance Sales Agent

VyStar Credit Union is a financial institution that offers a range of services including insurance. They are seeking an Insurance Sales Agent responsible for generating Property & Casualty sales through prospecting and lead generation, while ensuring compliance with regulations and driving profitability for VyStar Insurance Agency.

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Responsibilities

Develops strategies to generate new internal and external sales opportunities
Builds and maintains relationships with VIA members and non-members
Ensures satisfaction to promote renewals and referrals
Cross-sell to grows VIA’s overall book of business through diverse product offerings
Conducts a thorough assessment of needs and delivers consultative services through proactive problem-solving
Utilizes resources proactively to provide quality and tailored solutions in a timely manner
Presents product options to address the requirements of both members and non-members, including enhanced coverage alternatives
Identifies and capitalizes on opportunities to sell and cross-sell both personal and commercial insurance products
Employs telephone, text, and email communication to facilitate sales efforts
Provides prompt and effective follow-up on inquiries from both members and non-members to secure new business and maintain existing policies
Provides comprehensive information to members and non-members regarding all VIA products and services
Develops strong relationships that are essential for fostering satisfaction, loyalty, and a connection to the VyStar brand

Qualification

Property & Casualty salesInsurance industry knowledgeSales experienceCRM tools proficiencyCommunication skillsTechnologically proficientMS Office proficiencyActive State licensesProblem-solving skillsOrganizational skillsSelf-motivatedAttention to detail

Required

High school diploma or equivalent with 1-2 years insurance experience
Personal lines experienced required
General knowledge of insurance departments, operations, terminology, and objectives
Continuing education hours to maintain Designations/Certifications and Insurance Related License
Exhibits a strong aptitude for sales, demonstrating the resilience to navigate objections, exceed targets, and embody a competitive drive for success and growth
Demonstrates strong problem-solving and decision-making abilities while proactively addressing client needs with effective solutions
Displays a proven ability to work independently, maintain confidentiality, demonstrate professionalism and competence, and take responsibility for achieving results
Possesses advanced written and verbal communication skills, enabling the building of rapport, positive and courteous interactions, and the delivery of exceptional customer service
Shows flexibility and possesses strong organizational skills, attention to detail, and the capability to manage multiple tasks while meeting established deadlines
Holds a solid understanding of insurance industry, processes, and workflow procedures. Proficient in the use of technology, quoting platforms, and CRM tools
Proficiency in MS Office products (Outlook, Word, and Excel), internet, and other related computer applications

Preferred

College degree preferred
Commercial experience is a plus
Preferred proficiency in Agency Management systems
Currently holds active State Property & Casualty licenses. Specifically, 2044 Personal lines license. 220 General Lines License preferred

Benefits

401(k) Plan
Extensive paid technical and on-the-job training program
Tuition reimbursement

Company

VyStar Credit Union

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VyStar Credit Union offers low loan rates and low- or no-fee financial services.

Funding

Current Stage
Late Stage
Total Funding
$200M
2022-04-06Debt Financing· $200M

Leadership Team

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Casey Callinsky
SVP, Strategic Initiatives
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Company data provided by crunchbase