Insurance Agent Job at Deseret First Credit Union, West Valley, UT

eUMwSy9XYkp6UmpwRW0zdEJhSEhaZDhBMGc9PQ==
  • Deseret First Credit Union
  • West Valley, UT

Job Description

There's a reason we've won so many awards for being one of the best companies to work for! We invite you to apply to join our family, and here's what's in it for you:

  • 12 paid holidays
  • Competitive compensation
  • Benefits, perks, and discounts worth a double-take
  • A positive atmosphere and co-workers who truly care
  • Enjoyable activities and wellness initiatives

This position will be primarily in-office; however, there will be some work-from-home flexibility.

Summary:  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.

Duties and Responsibilities:  

  • 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
  • This job description is not an exhaustive list of all job duties; other duties may be assigned at any time

Qualifications:

  • 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

 

Competencies: 

  • Courtesy, tact, and diplomacy are essential elements of the job
  • 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 to help them feel comfortable and that their needs are being met
  • Deal with team members in a friendly and professional manner
  • Strong organizational skills
  • Strong customer service skills

 

Computer/Software Skills:

  • Microsoft Office Suite
  • The Agency currently uses Hawksoft as its client management system and Quomation for its quoting vendor. Previous experience with these systems is not required but familiarity with Windows based platforms is helpful.
  • Typing skills

Deseret First Credit Union is proud to be an Equal Opportunity Employer, providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, gender identity, age, national origin, disability veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.

Benefits:
Full Benefits Package

REQUIREMENTS

None

Job Tags

Work experience placement, Work at office, Work from home,

Similar Jobs

DeliverThat

Independent Catering Delivery Driver Job at DeliverThat

 ...Job Description DeliverThat was founded by drivers, for drivers. Our mission is to provide larger commissions, stronger...  .... DeliverThat is seeking independent contract delivery drivers nationwide to deliver catering and other route-based deliveries. With many delivery... 

firstsourc

Patient Financial Advocate Job at firstsourc

 ...times like these when our teams are there to help guide these patients and their families through the complex eligibility and payment...  ...Join our team and make a difference! The Patient Financial Advocate is responsible to screen patients on-site at hospitals for eligibility... 

CareGard Warranty Services, Inc.

Processor I, Gap Claims Job at CareGard Warranty Services, Inc.

 ...our team and be part of something truly transformational! Right now, we are looking for a detail-oriented Processor I, forour GAP Claims team . Can you thrive in customer-oriented environment, deliver accurate and timely claim resolutions, and maintain effective... 

Midcoast Maine Community Action

Family Advocate Job at Midcoast Maine Community Action

Family Advocate Location Waldoboro, ME : If you enjoy working with young children and their families, consider working as HEAD START FAMILY...  ...with families of enrolled Head Start and Early Head Start students to help establish goals for personal, educational and vocational... 

Lensa

Entry Level Operations Administrator Job at Lensa

 ...subject to their terms and privacy notice. Sales Focus Inc., a global leader in Sales Outsourcing, is looking for an Operations Administrator to join our team. The Operations Administrator will be responsible for the day-to-day internal operations and administrative...