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Job description
Insurance Sales AgentThe Insurance Sales Agent serves as the first contact with a prospective client, seeking to sell insurance products to protect members from financial loss. This position also maintains relationships with existing policyholders, advising of changes in coverage, proactively contacting the client on renewal to discuss coverage and obtain expiration dates to quote other businesses while providing risk management advice.Here’s what you can expect from the job and what you need to be successful:What You'll Do:Respond to phone calls, emails, walk-ins and member referrals from credit union staff in a timely manner; answer member questions regarding insurance coverage and offer solutions with the members' best interest in mindDevelop and maintain strong relationships with stakeholders in the insurance department and the credit unionPrepare proposals for prospects and make follow-up calls to members; maintain up to date electronic files on all current and prospective members in compliance with agency and regulatory requirementsMaintain list of policy expiration dates to contact and provide proposals in the futureMaintain up-to-date electronic customer files in compliance with agency and regulatory requirementsMaintain up-to-date knowledge of insurance industry trends, products/services, procedures and policiesEssential Skills:Minimum Education: High School Diploma; Bachelor’s degree is preferredMinimum 2 years’ sales and customer service experience in the insurance industry, demonstrating a successful sales recordSkilled in organizing, analyzing and interpreting data to reach sound decisions and guide clients based on individual risk tolerancesAbility to work autonomously to manage time effectively and prioritize work appropriately to meet deadlinesAbility to establish and maintain strong relationships with internal stakeholdersProven track record as a insurance sales agent with an independent personal lines agencyBroad knowledge of the laws and regulations regarding personal lines insurance productsFamiliarity with an agency management system (such as Hawksoft)Working knowledge of Microsoft Office Suite and Comparative RaterCertification/License: Property & Casualty license, Life Insurance licenseLocation: Marlborough/Chelmsford, MA (HYBRID)Target Compensation: $34,800 annually + bi-weekly draw (draw is reconciled against future potential incentive earnings which could be up to $120K+ in the first year)Schedule : Monday – Friday | 8am-5pmEmployees are eligible for:Traditional medical, dental, and vision coverageGenerous 401(k) matchPaid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annuallyPaid federal holidaysSpecial employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)Employment Statements: First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
Worksite address
marlborough, MA, 01752, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.