Position Summary:
The Property & Casualty Insurance Agent provides outstanding customer service related to existing and new customers. This role actively produces new business from existing customers and new business lead generation opportunities.
Key Responsibilities:
Customer Service & Sales Development
- Develop and qualify leads to drive additional sales opportunities through cold-calling, networking and other lead generation opportunities (Time 35%)
- Maximize growth and client retention through superior customer service. (Time 25%)
- Create new business policies for clients, collecting all necessary information and filling out all the required paperwork. (Time 20%)
- Perform various clerical tasks in the office, including but not limited to answering phones, and typing up documents. (Time 20%)
Organizational Engagement
- Represent the credit union with professionalism and courtesy in all interactions.
- Uphold the highest ethical standards in all interactions and responsibilities.
- Support leadership initiatives that position the credit union as a top employer.
- Participate in annual training or as required.
- Perform other essential functions as needed or assigned.
- Travel may be required on occasion.
- Work flexible hours including after hours, weekends and holidays, upon request or to meet member and business demands.
Requirements:
Education and Experience
- Bachelor’s degree in business or equivalent combination of education and experience.
- 3+ years’ insurance sales and customer service experience.
Certifications
- Active Florida 220 or 440 insurance license.
- Must have a valid Florida driver’s license and pass a background check.
Skills and Attributes
- Superior leadership skills
- Entrepreneurial team player who can multitask.
- Ability to interact with customers/ clients, staff and management.
- Ability to prioritize and multitask.
- Excellent oral and written communication skills.
Physical Demands & Work Environment:
Achieva Credit Union is committed to providing equal employment opportunities to all individuals. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
This role operates in a flexible environment and may include hybrid work, in-field visits, and time in an office setting at Corporate Headquarter and/or Achieva Branch. The role routinely uses standard office equipment such as computers, phones, and virtual meeting platforms. The employee must be able to remain in a stationary position for extended periods and communicate effectively via phone, video, and electronic messaging. The position may require extended periods of sitting or standing and occasional lifting of up to 25 pounds. Occasional travel to company offices or events may be required.
EEO Statement:
Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, qualified individual with a disability, or other protected status. Achieva participates in E-Verify.
