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.
  
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  Please see job descriptionPI207956780

Keywords: Green State Credit Union, Dubuque , Insurance Producer, Other , Dubuque, Iowa