Insurance Producer
Company: Green State Credit Union
Location: Dubuque
Posted on: March 15, 2023
Job Description:
GreenState Credit UnionInsurance ProducerUS-IA-DubuqueJob ID:
2023-3319Type: Exempt Full-Time# of Openings: 1Category: GreenState
InsuranceGreenState Credit UnionOverviewPOSITION SUMMARY: The
Insurance Producer serves as the service link between the insurance
agency client and the carriers represented by the agency in the
form of inside and outside sales. The Insurance Producer position
is a transition between the Licensed Insurance Agent and Vice
President Insurance role. GREENSTATE CULTURE:At GreenState, we
exist to create lasting value for those we serve. We do this by
putting immense value into our employees, members and communities.
We empower our employees to create endless opportunities, which
will then impact the lives of our members and enhance the vitality
of our communities. Salary range for this position is $62,954.58 -
$73,601.32/YR with a lucrative incentive opportunity and
progressive benefit package.ResponsibilitiesESSENTIAL DUTIES AND
RESPONSIBILITIES:Performs essential duties and responsibilities in
the following areas which may include but are not limited to the
following and are subject to change.
- Adheres to the Credit Union's core values and Service Standards
in carrying out GreenState's mission and vision.
- Demonstrates a positive member service (internal and external)
focus at all times.
- Demonstrates teamwork in all interactions with coworkers and in
the completion of all duties and responsibilities.
- Ensures confidentiality of member information.
- Supports a diverse and inclusive work environment.
- Advises prospects and insureds regarding features, advantages
and disadvantages of various insurance products in an outside sales
environment.
- Uses discretion in creating proposals and recommending
appropriate insurance products based on insureds needs.
- Sells all lines of new business insurance policies to
membership and prospects.
- Develops and fosters relationships with referral sources inside
and outside of the credit union to make sure goals are being met.
Make location visits, attending various sponsored events such as
financial center meetings, community outings and taking a lead role
in our departments volunteer efforts.
- Assesses the need of existing insureds based upon collection
and analysis of the insured financial information during review,
e.g. property review, loss review, credit rating and other
underwriting criteria as necessary by appointed companies.
- Attends outside marketing events at the Insurance Producer's
discretion in order to find other sources of leads and business
development.
- Attends state required continuing education and company
required meetings for educational purposes.
- Adheres to all company policies, procedures and business ethics
codes.
- Maintains strict adherence and compliance to all laws, rules,
regulations, policies, procedures and internal controls specific to
your role.
- Plays a vital role in enriching the community by participating
in community service organizations and/or credit union sponsored
events on an annual basis.
- Develops thorough understanding and working knowledge of the
agency management system, insurance company sites, underwriting
guidelines and eligibility requirements.
- Performs other duties as assigned.QualificationsJOB
REQUIREMENTS:
- High School Diploma or equivalent required.
- Minimum of five (5) years of experience as an agent
specializing in property casualty insurance sales required.
- Iowa Property Casualty (P&C) license required.
- Experience in an independent agency preferred
- Demonstrated entrepreneurial approach to growing business.
- Demonstrated experience maintaining existing business
relationships.
- Must be able to maintain appointments with various external
insurance carriers.
- Must be bondable.Reporting RelationshipThis position reports to
the President/GreenState Insurance.Supervisory ResponsibilitiesThis
position is not responsible for the supervision of other employees.
Equal Opportunity Employment StatementGreenState Credit Union is an
Equal Opportunity Employer. All qualified applicants will receive
consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, or protected veteran status and will not be discriminated
against on the basis of disability.
#ID #LI
Please see job descriptionPI207956780
Keywords: Green State Credit Union, Dubuque , Insurance Producer, Other , Dubuque, Iowa
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