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Founders Federal Credit UnionPosted 1 month ago

Property & Casualty Insurance Sales Agent

On-siteLancaster, South Carolina, United States

Full TimeLarge

Job Summary

Proactively build relationships and gain customer commitment by informing and recommending appropriate coverage via call center interactions. Interact with policyholders to deliver and explain policy coverage, suggest additions or changes, and analyze customized insurance programs to suit individual customer needs. Reach out to potential clients to expand the customer base while selecting companies to underwrite policies that match requested coverage types. Complete administrative tasks including processing paperwork, maintaining logs, handling renewals, and reviewing commission statements for accuracy. Work closely with Credit Union staff to gather referrals and ensure compliance with applicable statutes and regulations.

Required Qualifications

  • Property & Casualty Licensing for 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
  • Demonstrate professionalism when interacting with members, non-members, producers, and associates
  • Accountable to commitments, consistently meets deadlines, and demonstrates 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
  • Take initiative to learn multiple internet platforms and agency management systems

Desired Qualifications

  • Previous insurance experience
  • A college degree

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