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GreenState Credit Union · 5 hours ago

Licensed Insurance Associate

North Liberty, IA

Full-time

Onsite

New Grad, Entry Level

$21.46/hr - $25.08/hr

GreenState Credit Union is a financial institution focused on creating lasting value for its members and communities. They are seeking a Licensed Insurance Associate to serve as the first point of contact for clients, selling and servicing insurance policies while collaborating with other agents to create comprehensive insurance portfolios.

BankingFinanceFinancial Services

Responsibilities

Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision

Demonstrates a positive member service (internal and external) focus at all times

Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities

Ensures confidentiality of member information

Supports a diverse and inclusive work environment

Works as primary driver of GreenState Insurances Personal Lines agency growth driving sales throughout our agency footprint and membership. Along with being the primary point of contact for agency book rolls driving growth through service and retention

Gains knowledge to analyze and interpret new and existing client’s insurance needs based on their specific circumstances

Seeks recommendations from existing GreenState client base to expand agency book of business

Proactively contacts Mortgagee’s to review insurance coverages ahead of closing with GreenState Mortgage department

Makes outbound sales calls to current and potential insureds outlining the benefits of GreenState insurance

Works the recommendations pipeline from internal partners via Salesforce, GreenState’s internal CRM

Upholds agency guidelines, processes and procedures in accordance with GreenState Insurances expectations

Reviews and maintains current book of business looking for upsell opportunities and ensuring we retain our existing member base

Manages request for quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable

Proactively solicits increases in limits, coverages and/or rounding out accounts through sales to clients with every service contact and sends recommendations to the Portfolio Management team where appropriate

Provides excellent customer service to clients’ questions to provide appropriate answers related to their coverage and/or policy status

Documents all material conversation with insured and/or carriers regarding exposures and coverage with agency management system

Assists with record keeping of sales activities and results

Attends service and/or sales meetings as needed

Works on individual or corporate projects that may be assigned by management occasionally

Seeks referrals/sales from current Membership base and Personal referrals to solicit for new business prospects; follows up to generate new business using prospect database and automation system

Meets minimum sales and retention expectations for all products and services outlined in the incentive program

Maintains appropriate level of continuing education credits as applicable by state and license guidelines

Works to maintain basic carrier product and interface knowledge

Receives phone calls and assists potential walk-in clients

Attends community, industry, and GreenState Insurance/Credit Union events

Qualification

Personal Property Insurance LicenseCasualty Insurance LicenseLife Insurance LicenseAgency Management SystemAnalytical SkillsComputer ProficiencyCommunication SkillsTime Management

Required

High school diploma or the equivalent (i.e. GED) is required

Active Personal Property and Casualty Insurance license required

Life Insurance licensing is required within the first 6 months of hire

Ensures timely and accurate communication with customers, agency, and company staff to avoid potential errors & omissions claims

Self-directed nature, ability to work independent of supervision, and ability to follow directions

Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements

Commitment to ongoing professional development through industry-sponsored educational programs

Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption

Strong working knowledge of computers and other office productivity tools, with an aptitude to learn new software and systems

Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time

Strong analytical skills with excellent verbal, written and interpersonal communication skills

Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand

Must be bondable