Insurance Sales Agent Trainee

Work Location

This position is only eligible for in office/branch work arrangements at the Gateway branch in Springfield, Oregon.

Compensation

• Base Salary: The full salary range for the Insurance Sales Agent Trainee is $19.00 to $23.00 per hour, depending on experience.
• Commissions: This position is eligible for monthly commissions upon completion of licensing. After licensing is completed, commissions will range from $0-$2000 per month depending on production, with typical commissions of $750-$950 per month.

Benefits

Our team’s well-being is a priority, and we’re proud to offer a comprehensive and holistic benefits package for team members and their families.

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) retirement plan (with guaranteed employer contributions)
• Paid time off for personal and volunteer hours, as well as 10 paid holidays per year
• Additional programs and benefits include wellness and educational reimbursements, an employee assistance program, discounted rates on select SELCO services, and more.

Position Overview

The Insurance Sales Agent is responsible for generating insurance sales for SELCO Insurance Services and our Credit Union Partners primarily through outbound contact to prospects submitted via team referrals and online inquiries channels.

Scope of the Training Program and Long-Term Objective

The Trainee Program is intended to provide a practical transition into an Insurance Agent position by allowing for training, skill development, and an interim compensation program. The Program includes reasonable and measurable benchmarks and progress will be evaluated throughout the program. The anticipated transition period is six (6) months. If at nine (9) months, the Training Program is not successfully completed, the Trainee will exit the Program.

SELCO Core Essential Functions

• Demonstrate adaptability and leadership skills, and uphold SELCO’s Mission Statement, Corporate Values, Service Promises and Exceptional Customer Service Standards.
• Adhere to federal and state regulations, SELCO policies, confidentiality requirements, and other compliance obligations.
• Interact with internal and external customers in a warm and friendly manner, demonstrate a sincere interest and willingness to help.
• Consistently achieve individual performance goals and contribute to department and organizational objectives.
• Represent SELCO with a high level of integrity and professionalism.
• Adapt to and support change to accomplish SELCO’s goals and objectives.
• Actively participate in and/or lead required meetings and trainings.
• Perform other duties as assigned.

Position-specific Essential Functions

• Update client and insurance information with insurance companies and in SELCO Group’s insurance systems in a timely and accurate manner.
• Generate insurance sales by contacting prospects on behalf of SELCO Insurance Services and/or Credit Union Partners, submitted primarily through referrals and online channels.
• Finalize insurance sales by ensuring appropriate documentation is accurately completed in a timely manner.
• Maintain and demonstrate insurance carrier system knowledge and understanding of carrier-specific underwriting requirements.
• Deepen client relationships by determining client needs and promoting and cross-selling SELCO companies’ products and services.

Skills and Abilities

The position requires:

• Exceptional customer service skills by using the GVAL-HI approach to providing service. Greet people. Value them. Ask how you can help. Listen. Help them. Invite them back.
• Ability to discover member needs to effectively cross-sell SELCO’s products and services.
• Effective communication and active listening skills through all methods of interaction (e.g., in person, via phone, and in writing).
• Strong computer and software skills, including Microsoft Office 365 applications.
• Strong knowledge of computer systems, including knowledge of systems as it applies to department usage.
• Strong interpersonal skills with the ability to work collaboratively with others.
• Excellent time management, prioritization, and organizational skills with a high level of initiative, accountability, and flexibility to adapt to changing business needs and deadlines.
• Ability to read and analyze documents such as insurance policies, motor vehicle reports, insurance scoring, and CLUE reports etc.
• Strong problem resolution and problem prevention skills.
• Willingness and ability to receive, give, and apply coaching and feedback.
• Ability to work accurately with close attention to detail.
• Strong analytical skills and ability to use experience-related knowledge and good judgment to make sound, logical decisions.
• Ability to maintain confidentiality of sensitive information.
• Work ethic that includes dependability, punctuality, and a professional appearance and demeanor.
• Ability to perform and complete tasks despite background noise and interruptions.

Education and Experience

• High school diploma or equivalent; and
• At least six (6) months of sales experience; and
• Valid Property & Casualty License from the State of Oregon is required (this requirement may be waived for the first 90 days of employment); and
• Valid Life & Health License preferred but not required; and
• Must be bondable.

Physical Demands

While performing the job duties, approximately 90% of the time is spent stationary, with the remaining time spent moving around work areas. Frequent communication occurs in person, over the phone, and in writing. This position requires the ability to view a computer screen and interpret printed materials and other documents. This position requires the ability to lift and transport up to 5 pounds, and there is an occasional need to stoop, kneel, or reach to access documents, equipment, and supplies.

Interaction and Work Environment

Reports to: Personal Lines Sales Manager

Work areas are inside in a climate-controlled environment with background noise.

Material and Equipment Used

Computer, phone, scanner, copier, fax machine, web camera, and general office supplies

Acknowledgment

I have received and reviewed a copy of the Insurance Sales Agent Trainee job description. I understand that this job description is not a contract of employment and in no way changes the at-will nature of the employment relationship with SELCO Group.