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VyStar Credit Union · 6 hours ago

Insurance Sales Agent

Jacksonville, FL

Full-time

Onsite

Entry Level

1+ years exp

VyStar Credit Union is a financial institution offering competitive pay and benefits. They are seeking an Insurance Sales Agent responsible for generating Property & Casualty sales, building relationships, and driving sales transactions to enhance profitability.

AppsBankingFinanceMortgage

Responsibilities

Responsible for generating Property & Casualty sales through ongoing prospecting and lead generation, leveraging branch networking and partnerships across our diverse range of product offerings

Ensures that insurance offerings adhere to the requirements set forth by carriers, sales centers, and regulatory authorities at the state level

Effectively drive sales transactions to enhance the profitability of VyStar Insurance Agency (VIA)

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 knowledgeState Property & Casualty licensesSales-orientedProblem-solving skillsOrganizational skillsTechnologically proficientCommunication skillsSelf-motivated

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

Sales-Oriented and Resilient: Exhibits a strong aptitude for sales, demonstrating the resilience to navigate objections, exceed targets, and embody a competitive drive for success and growth

Problem-Solving Skills and Initiative: Demonstrates strong problem-solving and decision-making abilities while proactively addressing client needs with effective solutions

Self-Motivated and Accountable: Displays a proven ability to work independently, maintain confidentiality, demonstrate professionalism and competence, and take responsibility for achieving results

Proficient Communication and Telephone Etiquette: Possesses advanced written and verbal communication skills, enabling the building of rapport, positive and courteous interactions, and the delivery of exceptional customer service

Organizational Skills and Attention to Detail: Shows flexibility and possesses strong organizational skills, attention to detail, and the capability to manage multiple tasks while meeting established deadlines

Technologically Proficient and Knowledgeable: 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