Insurance Sales Producer

What You Will Do

• Prospecting, quoting, and selling Personal Lines insurance products to SSFCU members and non-members
• Interacting professionally and communicating positively at all times while exceeding expectations
• Meting and/or exceeding individual sales goals established by leadership on a consistent basis
• Meting call volume standards, timeliness, and adherence metrics
• Managing multiple inbound and outbound lead opportunities on a regular basis and holding oneself accountable for timely interactions with members without close supervision
• Prequalifying prospects for insurability and quality of risks
• Recommending coverages, completing and submitting applications and related documentation to appropriate markets
• Executing follow-up as appropriate
• Preparing insurance proposals from multiple carriers using an automated rating system and interacting with members in answering questions while ensuring appropriate coverage is offered so the insured's needs are adequately protected
• Developing relationships with members by reviewing missed opportunities on unsold leads and completing the sales process with accuracy
• Completing any other job-related duties needed to help drive to the organization's Vision, fulfill its Purpose, and abide by its Values

What We Require

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