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Insurance Sales Agent

Company: First Tech Federal Credit Union
Location: Beaverton
Posted on: March 26, 2020

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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