VACU Insurance Services Insurance Agent

Position Overview As an Insurance Agent for Virginia CU Insurance Services (VACUIS), you will sell insurance policies to individuals or businesses and provide guidance on coverage options. You will assess clients’ needs, explain policy details, and assist them in selecting appropriate coverage. The role requires prompt, efficient, high‑quality service to insurance accounts to support the agency’s activities. The candidate will be an employee of VACUIS working onsite within VACU facilities. Key Responsibilities Generate leads through referrals, networking, and marketing campaigns. Present and explain insurance policies, including coverage details, terms, and premiums. Customize insurance plans based on clients’ needs, preferences, and budget. Close sales deals by addressing client concerns, negotiating terms, and completing necessary paperwork. Build and maintain strong relationships with clients to foster loyalty and maximize retention. Conduct regular follow‑ups to ensure satisfaction, address inquiries, and provide ongoing support. Assist clients in filing insurance claims and guide them through the claims process. Build partnerships with external centers of influence and other lead revenue sources. Stay up‑to‑date with insurance products, industry trends, and regulatory changes. Conduct market research to identify target segments and develop strategies to reach them. Analyze existing policies to identify coverage gaps or opportunities for additional policies. Obtain relevant insurance certifications and licenses as required. Maintain accurate client records and policy documents. Coordinate with underwriters to ensure timely policy issuance and renewal. Track premium payments, renewals, and policy modifications. Ensure compliance with legal and regulatory requirements. Qualifications and Requirements Minimum 3 years of prior insurance industry experience, or equivalent financial services/credit union experience. Strong communication and interpersonal skills. Excellent sales and negotiation skills. In-depth knowledge of auto, home, renter’s, travel, umbrella, and commercial insurance. VA Property & Casualty insurance license required. Proficient computer skills, familiarity with Applied (Epic) Systems preferred. Attention to detail and accuracy in managing paperwork. Ability to work independently, prioritize tasks, and meet deadlines. Ethical conduct and adherence to legal and regulatory guidelines. Physical Requirements Occasional standing, walking, bending, and stooping. Must be able to sit at a desk for extended periods and use a computer. Must be able to moderately lift or move up to 5 pounds and occasionally lift up to 10 pounds. Benefits and Work Environment We offer a challenging and rewarding work environment, continuous training, work‑life balance, teamwork, integrity, and opportunities for employee development and continual improvement. Equal Opportunity Statement Virginia Credit Union is an Equal Opportunity Employer. #J-18808-Ljbffr Virginia Credit Union