Security Service Federal Credit Union ยท 15 hours ago
Insurance Sales Producer
San Antonio, TX
Full-time
Onsite
Mid Level
3+ years expSecurity Service Federal Credit Union is seeking an Insurance Sales Producer responsible for prospecting, quoting, and selling Personal Lines insurance products. The role involves managing lead opportunities, prequalifying prospects, and ensuring appropriate coverage for members while meeting sales goals and maintaining quality standards.
Financial Services
Responsibilities
Responsible for prospecting, quoting, and selling Personal Lines insurance products to SSFCU members and non-members by interacting professionally and communicating in a positive manner at all times while exceeding expectations
Must meet and/or exceed individual sales goals established by leadership on a consistent basis
Must meets call volume standards, timeliness, and adherence metrics
Every day job functions must be met with quality and integrity at all levels
Manage multiple inbound and outbound lead opportunities on a regular basis and holds themselves accountable for timely interaction with members without close supervision
Prequalifies prospects for insurability and quality of risks
Recommends coverages, completes and submits applications and related documentation to appropriate markets
Executes follow-up as appropriate
Prepare insurance proposals from multiple carriers using an automated rating system and interacts with members in answering questions while ensuring appropriate coverage is offered so the insured's needs are adequately protected
Develop relationships with members by reviewing missed opportunities on unsold leads to completing the sales process with accuracy
Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values
Qualification
Required
High school diploma or equivalent
Minimum of three (3) year of insurance sales experience
Property & Casualty License
Experience using Vertafore/AMS360 Agency Management System
Knowledge of Microsoft Word and Excel
Able to communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately
Able to perform a large number of steps in complex system with accuracy and speed
Company
Security Service Federal Credit Union
Security Service Federal Credit Union gives financial products and services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Leek
Executive Vice President / Chief Operating Officer
Recent News
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2025-06-10
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2024-04-08
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