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United Heritage Credit Union · 1 month ago

Insurance Sales Specialist (In-Office)

Austin, TX

Full-time

Onsite

Entry Level

1+ years exp

United Heritage Credit Union is looking for an ambitious Insurance Sales Specialist to grow their insurance agency. The role involves producing new insurance business and providing exceptional service to existing clients, along with managing a pipeline of qualified prospects and responding to insurance inquiries.

BankingFinancial Services

Responsibilities

Prospect, develop, solicit and follow-up on referrals and leads from market development over the phone

Develop and manage an active pipeline of qualified prospects within agency customer relationship management (CRM) system

Maximize and maintain insurance portfolio growth

Maintain a working relationship with UHCU staff as required to close inbound sales from leads generated

Develop rapport with clients based on service and product knowledge

Generate leads from personal contacts, various internal referrals, cold calling, and client referrals

Respond to prospects/clients with quotes for business solicited within 24 hours of application

Provide rate quotes and coverage information specific to the client's needs

Learn and apply product, industry, and market knowledge to make professional recommendations to prospects and policyholders

Qualification

PropertyCasualty LicenseInsurance Sales ExperienceCRM Systems ExperienceEZLynx ExperienceBilingual English/SpanishProfessional CommunicationCustomer Service SkillsNetworking SkillsOrganizational SkillsSelf-Motivated