Job Summary
The primary focus of this role is to offer expert advice and tailor-made property and casualty insurance options to both current members and potential clients. This involves fostering relationships through various avenues such as outreach, referrals, networking activities, and engagement within the community.
Responsibilities
- Accurately process insurance applications and manage policy-related inquiries.
- Cross-sell or refer credit union products that align with client needs.
- Maintain thorough documentation and follow up with clients effectively.
- Ensure compliance with relevant insurance regulations and organizational standards.
Qualifications
- A high school diploma or equivalent is mandatory.
- An active Idaho Property and Casualty Insurance License is required.
- At least one year of experience in insurance, sales, financial services, customer service, or a related field is essential.
- Proficient relationship-building and communication skills are necessary.
- Strong consultative sales, organizational, and problem-solving skills are expected.
- Ability to travel between local branches is required.
- English-Spanish bilingual abilities are preferred, but not obligatory.
