Provide consultative guidance and personalized property and casualty insurance solutions to members and prospective clients, building relationships through outreach, referrals, networking, and community engagement. Process applications accurately, support policy-related service needs, cross-sell or refer relevant credit union products, maintain records and follow up, and comply with insurance and organizational requirements. A high school diploma or equivalent and an active Idaho Property and Casualty Insurance License are required, along with at least one year of experience in insurance, sales, financial services, customer service, or a related field. Candidates should have strong relationship-building, communication, consultative sales, organizational, and problem-solving abilities, and be able to travel between local branches; English-Spanish bilingual skills are preferred but not required.
Westmark Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
