What You Will Do:
Responsible for prospecting, quoting, and selling Personal Lines insurance products to SSFCU members and non-members by interacting professionally and communicating in a positive manner at all times while exceeding expectations. Must meet and/or exceed individual sales goals established by leadership on a consistent basis. Must meets call volume standards, timeliness, and adherence metrics. Every day job functions must be met with quality and integrity at all levels. Manage multiple inbound and outbound lead opportunities on a regular basis and holds themselves accountable for timely interaction with members without close supervision. Prequalifies prospects for insurability and quality of risks. Recommends coverages, completes and submits applications and related documentation to appropriate markets. Executes follow-up as appropriate. Prepare insurance proposals from multiple carriers using an automated rating system and interacts with members in answering questions while ensuring appropriate coverage is offered so the insured's needs are adequately protected. Develop relationships with members by reviewing missed opportunities on unsold leads to completing the sales process with accuracy. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.What We Require:
High school diploma or equivalent. Minimum of three (3) year of insurance sales experience. Property & Casualty License. Experience using Vertafore/AMS360 Agency Management System. Knowledge of Microsoft Word and Excel. Able to communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately. Able to perform a large number of steps in complex system with accuracy and speed.Ideal Candidate Will Have:
Bachelor degree or equivalent education. Experience with financial software and hardware (e.g., Bloomberg) is helpful. Thorough knowledge and understanding of federal, state and NCUA regulations. Ability to perform a large number of steps in complex system with accuracy and speed. Able to read, write and speak Spanish.Who We Are:
Security Service Federal Credit Union is an industry leader who has built a reputation of innovation, strength, and stability. We pride ourselves on discovering and developing employees who have exceptional character and a genuine passion for helping others. In return, we deliver a comprehensive total rewards package that supports the financial, physical, and emotional wellbeing of our employees.Our Core Values:
All employees should demonstrate our SSFCU core values -- Caring, Innovative, Honest, Fair and Dedicated -- while providing enthusiastic, professional, and courteous service to SSFCU members and employees.What We Offer:
SSFCU offers a comprehensive total rewards package. Benefit options include medical, dental and vision insurance; health savings and flexible spending accounts; company paid employee life insurance; supplemental life insurance plans; supplemental insurance plans for hospital and critical accident; short term disability; company paid long term disability; paid sick and safe leave, paid vacation, 401K match with immediate vesting, tuition reimbursement, employee tenure and award programs, access to an on-site fitness center or gym membership reimbursement program. Employees can participate in our award-winning Total Wellbeing program focusing on physical, financial and emotional wellbeing. We invest in our communities through our Volunteer Corps and in you, through ongoing growth and development opportunities.Additional Information:
We are an EEO Employer that provides equal employment opportunities to all qualified applicants without regard to race, sex, sexual orientation, gender identity, national origin, color, age, religion, protected veteran or disability status, or genetic information.Insurance Sales Producer • San Antonio, TX