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First Tech Federal Credit Union · 1 day ago

Insurance Sales Agent

Beaverton, OR

Full-time

Onsite

Senior Level

$35K/yr - $100K/yr

5+ years exp

First Tech Federal Credit Union is seeking a dynamic Insurance Sales Agent to join their insurance team. In this role, you will market yourself to build your book business, respond to member inquiries, and maintain relationships with stakeholders while ensuring compliance with agency and regulatory requirements.

BankingFinance

No H1B

Responsibilities

Respond to phone calls, emails, member referrals from credit union staff in a timely manner; answer member questions regarding insurance coverage and offer solutions with the members' best interest in mind

Identifying clients: Finding potential clients through leads and referrals, and networking with them

Develop and maintain strong relationships with stakeholders in the insurance department and the credit union

Prepare proposals for prospects and make follow-up calls to members; maintain up to date electronic files on all current and prospective members in compliance with agency and regulatory requirements

Maintain list of policy expiration dates to contact and provide proposals in the future

Maintain up-to-date electronic customer files in compliance with agency and regulatory requirements

Maintain up-to-date knowledge of insurance industry trends, products/services, procedures and policies

Qualification

Commercial insurance knowledgeSales experienceCustomer service experienceAgency management systemProperty & Casualty licenseLife Insurance licenseNetworking skillsData analysisMicrosoft Office SuiteTime managementRelationship building

Required

High School Diploma

Minimum 5 years' sales and customer service experience in an independent agency setting, demonstrating a successful sales record

Knowledge and understanding of commercial insurance policies and carriers

Skilled in organizing, analyzing and interpreting data to reach sound decisions and guide clients based on individual risk tolerances

Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines

Ability to establish and maintain strong relationships with internal stakeholders

Partnered with other professionals for networking opportunities such as Financial planners, mortgage brokers, and real estate agents

Knowledge of the laws and regulations regarding personal lines insurance products

Familiarity with an agency management system (such as EZLynx)

Working knowledge of Microsoft Office Suite and Comparative Rater

Must have OR Property & Casualty license

Preferred

Bachelor's degree

Other states Property & Casualty license, Life Insurance license

Benefits

Traditional medical, dental, and vision coverage

401K matching up to 5% per pay period

Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually

11 paid federal holidays

Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)