Insurance Sales Representative

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!

Overview of Your Role

As a member of the Insurance Sales team, you will be offering and selling Insurance products and packages, to our members and customers using our appointments with 40+ companies. You will meet or exceed expected monthly and annual new sales targets while earning incentives for qualified submitted sales.

Accountabilities and Responsibilities

• Growing and developing talents and insurance knowledge to highest level possible; providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts.

• Market new business, determine premiums, prepare and present proposals to clients and maintain underwriting and marketing information by carrier.

• Meet sales and revenue objectives.

• Check new policies for accuracy in rating, typing, coverages, signatures once issued.

• Ensure that these items are delivered and/or mailed to client in a timely manner.

• Receive phone calls from clients and companies regarding insurance or administrative problems and comply with the request and/or refer to the Producer only when necessary.

• Be familiar with and follow agency E&O guidelines.

• Maintain electronic and/or paper files in an orderly, up-to-date manner.

• Perform special projects at management's request.

• Other duties as needed

Credentials, Experience and Skills

• High School or Graduate Equivalency Diploma is required.

• Professional designation is a plus

• Knowledge of Applied EPIC and operations is desirable

• Good listening skills and attention to detail are important

• Knowledge of personal insurance and products is essential

• NY State Property and Casualty, or Agent's or Broker's license and any required continuing education

• Your ability to be bonded is required

Starting Compensation: $20.68 - $24.82/hr., plus a competitive benefits package.

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.

Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at bv-talentacquisition@broadviewfcu.com.