Personal Insurance Sales Agent

Global Credit Union

Personal Insurance Sales Agent performing insurance sales functions for Global Credit Union Insurance Brokers. Handling client applications, quotes, and cross-selling insurance products in a hybrid work environment.

Posted 6/2/2026full-timeFairbanks • 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 (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.

Requirements

What you’ll need

Education: 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 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.

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 serviceproduct administration

Soft Skills

communicationmulti-taskingorganizational skillsreasoning abilitiesindependenceteam participation

Certifications

Property/Casualty licenseinsurance designation