LMCU · 1 week ago
Personal Lines Insurance Sales
Grand Rapids, MI
Full-time
Onsite
Entry Level
1+ years expLake Michigan Credit Union is seeking a motivated and relationship-driven individual for the Personal Lines Insurance Sales position to support the growth of their personal insurance portfolio. This role focuses on building trusted relationships with members and prospects, providing tailored insurance solutions, and delivering exceptional service that aligns with LMIA’s commitment to helping members protect what matters most.
BankingFinanceFinancial ServicesNon Profit
Responsibilities
Develop and maintain relationships with prospective members through self-generated leads and referrals from local LMCU branch partners
Network with community professionals and referral sources to expand LMIA’s presence and generate new business opportunities
Utilize LMIA and LMCU marketing resources to support lead generation and brand awareness
Prepare and present personalized insurance proposals that clearly demonstrate the value of LMIA and its coverage options
Establish LMIA as a trusted insurance advisor for LMCU members and community clients
Serve as the primary insurance point of contact for assigned LMCU branch(es)
Maintain and grow an existing book of business by providing proactive, high-quality service
Identify cross-sell and coverage review opportunities to ensure clients’ insurance needs are met as life circumstances change
Ensure timely follow-up, policy servicing, and client communication to support retention and satisfaction
Work closely with agency leadership and LMCU branch teams to support shared goals
Ensure all sales and service activities comply with insurance regulations and agency standards
Accurately document client interactions, policies, and changes within agency management systems
Qualification
Required
A minimum of one year up to three years of insurance sales, financial services, or related customer-facing experience
Active Property & Casual license required, or willingness to obtain within a specified timeframe
Strong interpersonal and relationship-building skills
Consultative sales mindset with a focus on client needs
Excellent verbal and written communication skills
Ability to network and build referral partnerships
Strong organizational skills and attention to detail
Self-motivated with the ability to work independently and collaboratively
Preferred
College degree is preferred; equivalent work experience will be considered
Attendance at sales, relationship-building, or professional development seminars is a plus
Experience with AMS360 or similar agency management systems is a plus
Benefits
Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and vision
Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA)
Retirement options like 401 (k) with company match.
Paid time off: Vacation, Personal days, paid holidays, paid volunteer time, sick days, & flex time.
Tuition reimbursement
Company
LMCU
You’ll enjoy a rewarding, professional environment where you’ll be encouraged to innovate and excel.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Peter Dann
Chief Financial Officer
Dharmesh Patel
COO - Southwest Florida Region
Recent News
2025-10-09
2025-07-25
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