What are the responsibilities and job description for the Licensed Insurance Sales Agent position at BayPort Credit Union Brand?
BayPort Insurance Agency, an independent insurance agency that is a subsidiary of BayPort Credit Union, is seeking a Licensed Insurance Sales Agent to join our growing team. If you're sales driven, looking for a way to determine your own income and dislike cold calling, this is the job for you.
We are seeking self-motivated, tech savvy professionals to join our successful insurance division as a Licensed Insurance Sales Agent. Our main markets are personal lines P/C and life products but we are getting more involved in the small business markets also. Our clients are not just credit union members - we sell to anyone living, or owning property, anywhere in VA or NC.
As a Licensed Insurance Sales Agent you will follow up on leads that are generated from all 27 credit union branches and the mortgage lending department, and maintain quality relationships with our current customer base. Agents are expected to build their own prospect base in addition to these leads.
Licensed Insurance Sales Agent Responsibilities:
- Respond to leads, schedule appointments, identify customer needs, and market appropriate insurance products and services.
- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service. The majority of policy service activities will be performed by our customer service reps, but your service activities may include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Document all activities into our Agency Management System – phone calls, interviews, quotes, sales, etc. (You will need to know how to type!)
Licensed Insurance Sales Agent Requirements:
- VA Property & Casualty license required
- Life & Health license (must be able to obtain)
- Insurance sales experience preferred
- Interest in insurance marketing products and services based on customer needs
- Excellent communication skills - written, verbal and listening
- People-oriented
- Proactive in problem solving
- Pride in getting work done accurately and timely
- Ability to work in a team environment
- Capable of maintaining long-term relationships with policyholders
- Proficient in computer programs such as DocuSign and Microsoft Office products
This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.
