Insurance Sales Agent - Cornell Experience Center
What You'll Do
Respond to phone calls, emails, walk-ins and member referrals from credit union staff in a timely manner; answer member questions regarding insurance coverage and offer solutions with the members' best interest in mind.
Develop and maintain strong relationships with stakeholders in the insurance department and the credit union.
Prepare proposals for prospects and make follow-up calls to members; maintain up to date electronic files on all current and prospective members in compliance with agency and regulatory requirements.
Maintain list of policy expiration dates to contact and provide proposals in the future.
Maintain up-to-date electronic customer files in compliance with agency and regulatory requirements.
Maintain up-to-date knowledge of insurance industry trends, products/services, procedures and policies.
Essential Skills
- Minimum Education: High School Diploma; Bachelor’s degree is preferred
- Minimum 2 years’ sales and customer service experience in the insurance industry, demonstrating a successful sales record
- Skilled in organizing, analyzing and interpreting data to reach sound decisions and guide clients based on individual risk tolerances
- Able to work autonomously, to manage time effectively and prioritize work appropriately to meet deadlines
- Able to establish and maintain strong relationships with internal stakeholders
- Proven track record as an insurance sales agent with an independent personal lines agency
- Broad knowledge of the laws and regulations regarding personal lines insurance products
- Familiarity with an agency management system (such as Hawksoft)
- Working knowledge of Microsoft Office Suite and Comparative Rater
- Certification/License: Property & Casualty license, Life Insurance license
Location
Cornell Experience Center | Hillsboro, OR 97124 (On-Site)
Target Compensation
$34,800 annually + bi-weekly draw (draw is reconciled against future potential incentive earnings which could be up to $120K+ in the first year)
Schedule
Monday – Friday | 8am-5pm (On-Site)