Job Description
Job Details
Description Dupaco Community Credit Union has an exciting opportunity to join our growing team as an Insurance Agent! We exist to build a brighter community for all and to help our members build a life worth loving. In addition to these foundational beliefs, the Insurance Agent is responsible for building relationships with and protecting both existing and new insurance clients through recommendations and quotes for appropriate insurance coverage.
#DupacoDifference.
What You’ll Do - Acquire new clients through various avenues such as: internal cross sale system, networking, and client referrals.
- Assist with managing insurance quotes and servicing complex insurance situations (ie. multiple lines).
- Build relationships with and provide education for various departments throughout the credit union to increase quality insurance referrals.
- Ensure the development, with insurer’s recommendations, and options to adequately and economically meet clients’ insurance needs.
- Meet with clients to explain coverage and endorsement options, recommend appropriate levels of coverage, and develop policies based on their decision.
- Maintain a solid book of business for existing clients and grow new business base through a range of networking and sales tactics, including networking and prospecting for potential customers to effectively articulate the company’s competitive advantage and new products.
- Remain educated on all insurance coverage provisions, the overall insurance industry, regulations, and pertinent legislation to ensure customers understand their coverage terms and insurance services in the process and maintain compliance with all relevant statutory and industry requirements and codes.
- Deliver a high level of personal attention to prospective and existing customers, personally visiting them to follow up as needed, and provide coaching management on commercial insurance policy options upon request.
- Develop and present risk management assessments to advise clients on ways to minimize and avoid claims, discuss potential claims with client, and work towards a timely and favorable claim settlement.
- Assist with ongoing servicing of client accounts by keeping clients appropriately informed of all matters related to insurance including policy reviews to ensure recommended coverage is still appropriate.
- Monitor and maintain client service standards to assure client satisfaction and retention.
What You’ll Need - Bachelor’s Degree in related field or equivalent experience in insurance industry
- 1+ year of insurance servicing or agent experience, preferred.
- Acquire and maintain insurance specific license or other designation (CIC, CISR, etc.)
- Excellent listening, verbal and written, and presentation skills.
- Ability to prioritize, organize time, and to work independently.
- Excellent computer skills
- Must maintain confidentiality in all credit union matters.
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