Personal Insurance Sales Agent

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FULL TIME

About this role

Overview

Reports To: Varies by location

 

Primary Functions: Perform insurance sales functions.

 

Duties and Responsibilities:

 

  • Obtain quote information from Client.
  • Complete Marshall Swift RCE if necessary.
  • Quote risk & prepare application.
  • Request photos of dwellings.
  • Meet with clients to complete application and other required forms.
  • Cross sell other insurance products offered by the agency or credit union.
  • Mail or upload application to Insurance Company (if applicable: send RCE, quote, photos and/or payment with application).
  • Enter client into AMS.
  • Document new business activities and set up suspense's for any follow up.
  • Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters.
  • Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses.
  • Perform other duties as assigned.
  • Qualifications

    Education: High school graduate or equivalent.

     

    Creditable Experience in Lieu of Education: Not Applicable

     

    Experience/Skills: Experience in personal computer operations, including internet and Microsoft product, advanced use of word. Ability to communicate well orally and in writing. Must posses Property/Casualty license. One year as Personal Insurance Account Manager I or two years in a related position within the insurance industry. Ability to multi-task. Possess strong customer service skills, organizational skills. Possess good reasoning abilities. Ability to work independently with minimum supervision and as a team participant. Be able to direct work to Customer Service Representative. Must have the ability to back-up Account Managers in periods of absences for client contact. Must be proficient in all aspects of agency product administration. Insurance designation preferred.

     

    Tenure: Not Applicable

     

     

     

    Compensation

    Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.

    Salary Pay Range: 10

    $63,233 - $99,908 annually

    Benefits

    • Short-term and long-term incentives
    • Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
    • 401(k) plan with a 5% match
    • Employee Assistance Program (EAP)
    • Life and disability coverage
    • Voluntary cash benefits for accident, hospitalization and critical illness
    • Tuition Reimbursement
    • Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
    • Click here to view Global’s comprehensive Benefits Programs

    Equal Opportunity Employer

    Frequently Asked Questions

    Is the salary disclosed for the Personal Insurance Sales Agent position at globalcu?
    The salary for this Personal Insurance Sales Agent role at globalcu is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
    Is the Personal Insurance Sales Agent role at globalcu full-time or part-time?
    This is listed as a FULL TIME position. It is posted as a Personal Insurance Sales Agent role at globalcu.
    How do I apply for the Personal Insurance Sales Agent position at globalcu?
    Click the "Apply Now" button on this page. You will be redirected to globalcu's official application portal hosted on icims where you can submit your application directly.
    When was the Personal Insurance Sales Agent job at globalcu posted?
    This Personal Insurance Sales Agent position at globalcu was posted on Jun 10, 2024. Apply as soon as possible — early applications are often reviewed first.
    Personal Insurance Sales Agent
    globalcu
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    You'll be redirected to globalcu's official application page on icims.