Bilingual Insurance Sales Producer

About the role

Responsible for prospecting, quoting, and selling Personal Lines insurance products to SSFCU members and non-members by interacting professionally and communicating in a positive manner at all times while exceeding expectations. Must meet and/or exceed individual sales goals established by leadership on a consistent basis. Must meet call volume standards, timeliness, and adherence metrics. Every day job functions must be met with quality and integrity at all levels.

Responsibilities

• Manage multiple inbound and outbound lead opportunities on a regular basis and hold themselves accountable for timely interaction with members without close supervision.
• Prequalify prospects for insurability and quality of risks.
• Recommend coverages, complete and submit applications and related documentation to appropriate markets, and execute follow-up as appropriate.
• Prepare insurance proposals from multiple carriers using an automated rating system and interact with members in answering questions while ensuring appropriate coverage is offered so the insured's needs are adequately protected.
• Develop relationships with members by reviewing missed opportunities on unsold leads to completing the sales process with accuracy.
• Complete any other job-related duties needed to help drive to the organization’s Vision, fulfill its Purpose, and abide by its Values.

Requirements

• High school diploma or equivalent.
• Minimum of three (3) years of insurance sales experience.
• Property & Casualty License.
• Experience using Vertafore/AMS360 Agency Management System.
• Knowledge of Microsoft Word and Excel.
• Ability to communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately.
• Ability to perform a large number of steps in a complex system with accuracy and speed.

Qualifications

• Bachelor degree or equivalent education.
• Experience with financial software and hardware (e.g., Bloomberg) is helpful.
• Thorough knowledge and understanding of federal, state, and NCUA regulations.
• Ability to read, write, and speak Spanish.