Personal Insurance Sales Agent

Global Credit Union

Personal Insurance Sales Agent responsible for insurance sales and client relationship management for Global Credit Union Insurance Brokers. Engaging with clients to provide insurance solutions and achieve sales goals.

Posted 5/13/2026full-timeAnchorage • Alaska • 🇺🇸 United StatesJunior💰 $63,233 - $99,908 per yearWebsite

Tech Stack

Tools & technologies

Swift

About the role

Key responsibilities & impact

Perform insurance sales functions
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
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

Requirements

What you’ll need

High school graduate or equivalent
Experience in personal computer operations, including internet and Microsoft product, advanced use of word
Ability to communicate well orally and in writing
Must possess 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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance salesquote preparationMarshall Swift RCEclient documentationAMS (Agency Management System)customer serviceagency product administration

Soft Skills

communicationmulti-taskingorganizational skillsreasoning abilitiesindependenceteam participation

Certifications

Property/Casualty license