Commercial Lines Producer
Security Service Federal Credit Union · San Antonio, TX · 1 mo ago
FinanceFull-time
Responsibilities
- Responsible for prospecting, soliciting, quoting, and selling Commercial Lines insurance products.
- Counsels and markets to new and existing clients in a professional manner by networking and sourcing new clients.
- Meets sales and service standards for volume, timeliness, and quality.
- Maintains a thorough knowledge of the Company's available services, lines of business, and pricing structures.
- Offers additional services as appropriate, to grow targeted profitable revenue and contribute to Credit Union's goals and objectives.
- Drive the Credit Union’s vision, purpose and core values.
- Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.
Requirements
- High school diploma or equivalent.
- Current Texas Property/Casualty License.
- Strong communication and interpersonal skills.
- Minimum of three (3) years of commercial insurance sales experience preferred.
- Skilled in outside sales, prospecting, building referral sources, and professional networks.
- Basic knowledge of Microsoft Word and Excel.
- Ability to adapt and work in a fast paced environment.
- Knowledge of commercial rating procedures, coverages, underwriting and industry operations.
- Extensive knowledge of personal and commercial insurance products and usages.
- Perform a large number of steps in complex system with accuracy and speed.
Qualifications
- Bachelor degree or equivalent education.
- 5 years sales experience in the commercial insurance market.
- Industry designation desirable (CIC, ARM, CPCU).
- Communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately.
- Generate new business sales, retain existing business, and close sales.
- Able to read, write and speak English and Spanish.
- Thorough knowledge and understanding of federal, state and NCUA regulations.