Insurance Sales Agent - Marlborough

About the role

The Insurance Sales Agent serves as the first contact with prospective clients, selling insurance products to protect members from financial loss. This position also maintains relationships with existing policyholders, advising on coverage changes, proactively contacting clients for renewals, and providing risk management advice.

Responsibilities

• 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 a list of policy expiration dates to contact and provide proposals in the future.
• Maintain up-to-date knowledge of insurance industry trends, products/services, procedures, and policies.

Requirements

• 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.
• 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.

Skills

• Skilled in organizing, analyzing, and interpreting data to reach sound decisions and guide clients based on individual risk tolerances.
• Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines.
• Ability to establish and maintain strong relationships with internal stakeholders.

Benefits

• Traditional medical, dental, and vision coverage.
• Generous 401(k) match.
• Paid Time Off: Up to 15 days accrued in your first year, plus 40 hours of sick time and 3 personal days annually.
• Paid federal holidays.
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria).

Pay

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 | 8:00 AM – 5:00 PM

Location

Marlborough/Chelmsford, MA (Hybrid).