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Vantage Credit Union · 3 hours ago

Insurance Advisor

Admin Building - Saint Charles, MO 63304

Full-time

Onsite

Mid Level

Vantage Credit Union is an independent insurance agency that has been serving the insurance needs of credit union members since 2002. They are seeking an Insurance Advisor to work with incoming leads, process insurance requests, and promote insurance products while ensuring business growth.

Financial Services

Responsibilities

Work incoming leads and make outbound sales calls to generate production to consistently achieve minimum new business premium goals

Process insurance requests, review existing insurance policies, sell additional insurance products/coverages to fill additional needs, and requote as necessary to retain the business

Ensure growth of the book of business is consistent with and in support of the strategic goals and objectives of the Insurance Agency

Promote products of carriers and strategic partners and achieve cross product referral goals

Remain up to date on the latest developments & trends to maintain a competitive status within the industry

Build relationships with partner credit unions to foster lead generation and book of business growth— Including attendance at community engagement events and participation in retail staff referral development/product training

Be available to discuss insurance where the member would like to do business, i.e. in person, phone, video. Travel to and between partner credit union financial centers as needed

Qualification

Insurance knowledgeSales skillsCommunication skillsP&C licenseAgency management systemsMicrosoft OfficeDependabilityInterpersonal skillsTime managementAttention to detail

Required

Possesses strong ability for independent thinking that allows for identification of problems and corresponding solutions

Demonstrates a superior commitment to the credit union philosophy and understands the importance of service standards

Possesses overall knowledge of insurance products and willingness to keep up with industry trends and changes in regulations

Communicates clearly and professionally in both written and verbal formats

Build trust through respectful and transparent interactions

Comfortable engaging with team members across all levels of the organization

Manages time effectively and stays organized in a dynamic environment

Prioritizes tasks with flexibility and adapts well to changing needs

Consistently meets deadlines and service level expectations

Must have exceptional sales and prospecting skills

Actively interacts with existing and potential members to identify insurance needs, determining appropriate solutions and is successful in recommending solutions

Comfortable in offering other key credit union products

Approaches decisions with sound reasoning and a calm demeanor, even in challenging situations

Maintains professionalism and composure under pressure

Pays close attention to detail and strives for precision in all tasks

Takes pride in delivering high-quality work

Works well independently and thrives in a collaborative team setting

Demonstrates empathy, patience, and a genuine desire to support others

Open to feedback and values opportunity for growth

Brings positive energy and a strong sense of purpose to the role

Takes ownership of responsibilities and follows through reliably

Upholds integrity and accountability in all aspects of the job

Values punctuality and consistency

Proficiency in rating systems and agency management systems as well as Microsoft Word, Excel, Outlook, and Internet use required

Preferred

Property, Casualty, Life, Accident & Health insurance licenses are preferred, but not immediately required

If not already held, the individual must obtain P&C license within first 90 days of employment and then Life, Accident & Health within agreed upon timeframe from management