Property & Casualty Insurance Sales Agent

About the role

Founders Federal Credit Union is seeking an enthusiastic, sales-focused Property and Casualty Insurance Sales Agent to deliver a superior customer service experience through heavy customer interaction. This role involves generating new business by contacting potential customers and selling various types of insurance products, primarily via a call center.

Responsibilities

• Proactively build relationships and gain customer commitment by informing and recommending appropriate coverage.
• Interact with policyholders to deliver and explain policy coverage, and suggest additions or changes.
• Analyze and customize insurance programs to suit individual customers, often covering a variety of risks.
• Explain features, advantages, and disadvantages of various policies to promote the sale of insurance plans.
• Select companies to underwrite policies that offer the type of coverage requested by clients.
• Reach out to potential clients to expand the customer base.
• Complete administrative tasks, such as processing paperwork, maintaining logs, handling policy renewals, and reviewing commission statements for accuracy.
• Work closely with Credit Union staff to gather referrals; relationship development is critical.
• Ensure compliance with applicable statutes and regulations, including BSA.
• Perform all other duties as assigned.

Requirements

• Property & Casualty Licensing is required for both South Carolina and North Carolina.
• One to three years of experience specifically in Property and Casualty sales.
• Competitive spirit and drive to achieve personal and sales success.
• Team player who is assertive and persistent with obtaining individual and team goals.
• Desire to work in a dynamic and fast-paced environment.
• Above-average computer proficiency and the ability to operate various software programs simultaneously.
• Professionalism when interacting with members, non-members, producers, and associates.
• Accountability for commitments, consistently meeting deadlines, and demonstrating diligence with meetings and appointments.
• Ability to offer creative and innovative solutions to changing customer and business needs.
• Excellent listening skills and ability to understand customer and producer needs.
• Initiative to learn multiple internet platforms and agency management systems.

A college degree is preferred but not required.

Benefits

• Paid holidays
• Paid Time Off
• Family-oriented culture that values work/life balance
• Retirement Plan (401k with employer contributions + Pension Plan fully funded by FFCU)
• Comprehensive Health and Dental Insurance
• Life and Accidental Death & Dismemberment Insurance (at no cost to employee)
• Voluntary Supplemental Life Insurance coverage for employee, spouse, and children
• Health Care and Dependent Care Flexible Spending Accounts
• Long Term Care Plan
• Short-Term and Long-Term Disability Insurance
• Tuition reimbursement to assist with furthering education
• Assistance with achieving and maintaining certifications
• Fit Founders Wellness Program