Insurance Sales Agent
Company: First Tech Federal Credit Union
Location: Beaverton
Posted on: March 26, 2020
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Job Description:
solutions? Are you a dynamic sales person 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 to
help our members with their insurance needs. In this role, you will
work with branch staff to follow up on leads for new insurance
requests and work on renewals for current members. Here's what you
can expect from the job and what you need to be successful:
Job_Duties * Respond to phone calls, emails, walk ins & member
referrals from credit union staff in a timely manner; answer client
questions regarding insurance coverage and offer solutions with the
clients' best interest in mind * Prepare proposals for prospects
and make follow-up calls to clients; maintain up to date electronic
files on all current and prospective clients * Work with existing
clients to discuss ongoing coverage needs, renewals and changes to
current plans * Assist Insurance Sales Manager in development of
ongoing marketing campaigns to achieve department goals * Stay
abreast of changes in products/services, procedures and policies;
assisting others as assigned * Maintain up-to-date electronic
customer files in compliance with agency and regulatory
requirements * Essential_Skills * Minimum 2 years of recent outside
sales and customer service experience with the ability to
demonstrate a successful sales record; previous insurance sales
experience ideal * Ability to organize, analyze and interpret data
to reach sound decisions and guide clients based on individual risk
tolerances * Proficiency with basic to complex mathematical
calculations * Demonstrated project management skills * Active
Oregon Property & Casualty and Health & Life insurance licenses
required * Location:Nimbus Experience Center, 8700 SW Nimbus Ave,
Suite A, Beaverton OR 97008 First Tech is not currently offering
Visa sponsorship or transfers for this position HP123
Keywords: First Tech Federal Credit Union, Beaverton , Insurance Sales Agent, Sales , Beaverton, Oregon
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