Insurance Sales Agent at First Tech Federal Credit Union

Description Do you love finding creative solutions?Are you a dynamic salesperson with experience in the Insurance industry? If so, we have the perfect opportunity for you! Our insurance team is looking for an experienced Sales Agent with a strong referral network to help our members with their insurance needs. In this role, you will market yourself to build your book business within our agency and work with the Credit Union staff to follow up on leads for new insurance requests and renewals for current members.Here's what you can expect from the job and what you need to be successful:Job dutiesRespond to phone calls, emails, 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 mindIdentifying clients:Finding potential clients through leads and referrals, and networking with themDevelop and maintain strong relationships with stakeholders in the insurance department and the credit unionPrepare 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 requirementsMaintain list of policy expiration dates to contact and provide proposals in the futureMaintain up-to-date electronic customer files in compliance with agency and regulatory requirementsMaintain up-to-date knowledge of insurance industry trends, products/services, procedures and policiesEssential skillsMinimum Education:High School Diploma; Bachelor's degree is preferredMinimum 5 years' sales and customer service experience in an independent agency settings, demonstrating a successful sales recordKnowledge and understanding of commercial insurance policies and carriersSkilled in organizing, analyzing and interpreting data to reach sound decisions and guide clients based on individual risk tolerancesAbility to work autonomously to manage time effectively and prioritize work appropriately to meet deadlinesAbility to establish and maintain strong relationships with internal stakeholdersPartnered with other professionals for networking opportunities such as Financial planners, mortgage brokers, and real estate agentsKnowledge of the laws and regulations regarding personal lines insurance productsFamiliarity with an agency management system (such as EZLynx)Working knowledge of Microsoft Office Suite and Comparative RaterCertification/License:Must have OR Property & Casualty license, Life Insurance license. Others states are a plusLocation:Nimbus Experience Center - Beaverton, OR 97008Target Compensation in Oregon:$34,800 annually + bi-weekly draw (draw is reconciled against future potential incentive earnings which could be up to $100K+ in the first year)Benefits options include:Traditional medical, dental, and vision coverage401K matching up to 5% per pay periodAccrue up to 17 days of Paid Time Off your first year of employment11 paid federal holidaysSpecial employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)What makes First Tech different? Clickhereto learn more!First Tech is not currently offering Visa sponsorship for this position#FT123