What are the responsibilities and job description for the Personal Lines Insurance Agent II position at AmeriCU Credit Union?
Personal Lines Insurance Agent II
Location: Rome, NY
Pay Range: $55,000 flat base commissions
Remote Status - Required to be onsite, with Hybrid capability
Who Are We?
AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 160,000 members across Central New York, the United States, and beyond. For 74 years we have been committed to our members, our employees, and our communities. In 2024 we were once again recognized as one of the Best Companies to Work for in New York State and recognized by American Banker as one of the best credit unions in the United States to work for, ranking 27 out of 70!
The Position:
AmeriCU Credit Union is in search of a Personal Lines Insurance Agent II who aligns directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, and our vision to be the most admired organization in every community we serve. The individual in this role will work in collaboration with the Assistant Vice President of AmeriCU Insurance Services, plan, lead and generate production in areas of personal insurance demand so as to contribute to the continued profitable growth of the Financial Services Division. Will coordinate activities with Member Relations & Marketing Division and the Member Business Services Department as well as personal insurance clientele. This role works primarily with individuals to meet insurance needs.
What You’ll Do:
As a Personal Lines Insurance Agent II your primary responsibilities will be able to:
- Generate production to achieve a proper mix of personal insurance as outlined in the financial plan and individual counseling.
- Promote products of carriers that the Division has identified as a strategic partner or alliance.
- Follow-up on leads to ensure growth of the book of business consistent with and in support of the strategic goals and objectives of the Credit Union.
- Obtain and follow up on information concerning underwriting and claims as requested by the AVP, Insurance and Wealth Services.
- Keep abreast of trends and techniques and use Insurance Services Division selling aids to maintain a competitive status within the industry, including but not limited to letters, phone calls, referrals, group, and individual presentations.
- Attend seminars or other educational opportunities as required to remain up to date on the latest developments, trends, and regulations in the marketplace.
- Solicit business and submit applications to the proper area and ensures direct compliance with all guidelines and regulations.
- Responsible for insurance binding coverage within limits established by the AVP, Insurance and Wealth Services.
- Collect premiums on behalf of the Division, when appropriate.
- Produce written premiums that meet or exceed budgeted forecast percentages in designated areas.
- Produce volume sufficient to generate an income that will meet or exceed budgeted forecast percentages.
- Produce new business opportunity in a mix established and outlined in the Insurance Services Division’s financial and strategic plan which will assist in the generation of gross income.
- Refer products back to AmeriCU Credit Union.
Come grow with us!
Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits:
Competitive rates on our Medical, Dental and Vision plans
Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU’s High Deductible Health plans
Paid Holidays
Paid Time off
Employee Appreciation Events
401(k) Matching after 1 year of employment
Employee Assistance Program
Tuition Reimbursement for Full-time employees after 1 year of employment
Life Insurance & Accidental Death & Dismemberment Insurance, free to all Full-time employees
Enhanced Short Term Disability – at no cost to you!
Get to know us more by clicking on the links below. See why YOU should choose AmeriCU!
https://www.americu.org/in-our-community/
https://www.americu.org/why-americu/
Salary : $55,000
