Licensed Medicare Insurance Agent
Silvur
Insurance Agent
Deseret First Credit Union
full-time
Posted on:
Origin: • 🇺🇸 United States • Utah
Visit company websiteJob Level
JuniorMid-Level
About the role
- At Deseret Insurance Agency, an affiliate of Deseret First Credit Union, the primary responsibility is to sell insurance policies to new and existing clients. Agents help clients find the insurance company and coverage that best fits their needs. Also assists clients with policy changes and acts as an advisor to insured clients. Maintains policy records and seeks out new clients.
- Sell various types of insurance policies to individuals and businesses on behalf of insurance companies, including Automobile, Home, and Life.
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
- Assist clients with claims and policy maintenance.
- Look for alternatives when necessary to ensure client satisfaction.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Conduct internal training on insurance products and help administer branch referral programs as requested.
- Assist in promoting credit union products and services
- Performs other related duties as assigned
Requirements
- Two years of similar or related experience
- A two-year college degree or completion of a specialized course of study at a business or trade school preferred. Education requirement may be substituted with equivalent knowledge gained through work experience.
- P&C license required
- Property and Casualty insurance background
- Courtesy, tact, and diplomacy
- Goal oriented, self-motivated and a team player
- Be able to sell products by providing adequate information and helping clients understand a need
- Communicate well with clients
- Deal with team members in a friendly and professional manner
- Strong organizational skills
- Strong customer service skills
- Microsoft Office Suite
- Familiarity with Windows based platforms
- Typing skills
