Demo

Personal Insurance Sales Agent

Global Credit Union
Tacoma, WA Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 1/21/2026

Overview

Reports To: Varies by location

 

Primary Functions: Perform insurance sales functions.

 

Duties and Responsibilities:

 

  • Obtain quote information from Client.
  • Complete Marshall Swift RCE if necessary.
  • Quote risk & prepare application.
  • Request photos of dwellings.
  • Meet with clients to complete application and other required forms.
  • Cross sell other insurance products offered by the agency or credit union.
  • Mail or upload application to Insurance Company (if applicable: send RCE, quote, photos and/or payment with application).
  • Enter client into AMS.
  • Document new business activities and set up suspense's for any follow up.
  • Organize documentation in file and give to Customer Service Representative to label and/or send out welcome letters.
  • Responsible for generating outside sales via referral from mortgage companies, title companies, real estate offices and other businesses.
  • Perform other duties as assigned.
  • Qualifications

    Education: High school graduate or equivalent.

     

    Creditable Experience in Lieu of Education: Not Applicable

     

    Experience/Skills: Experience in personal computer operations, including internet and Microsoft product, advanced use of word. Ability to communicate well orally and in writing. Must posses Property/Casualty license. One year as Personal Insurance Account Manager I or two years in a related position within the insurance industry. Ability to multi-task. Possess strong customer service skills, organizational skills. Possess good reasoning abilities. Ability to work independently with minimum supervision and as a team participant. Be able to direct work to Customer Service Representative. Must have the ability to back-up Account Managers in periods of absences for client contact. Must be proficient in all aspects of agency product administration. Insurance designation preferred.

     

    Tenure: Not Applicable

     

     

    Compensation

    Salary Pay Range:

    • Personal Insurance Sales Agent (Category 10): $57,484 - $90,825 annually
    • Senior Personal Insurance Sales Agent (Category 09): $63,233 - $101,804 annually

    Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.

     

    In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

    Benefits

    • Short-term and long-term incentives
    • Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
    • 401(k) plan with a 5% match
    • Employee Assistance Program (EAP)
    • Life and disability coverage
    • Voluntary cash benefits for accident, hospitalization and critical illness
    • Tuition Reimbursement
    • Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
    • Click here to view Global’s comprehensive Benefits Programs

    Equal Opportunity Employer

    Salary : $57,484 - $90,825

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