Licensed Insurance Associate

Overview

POSITION SUMMARY:

The Licensed Insurance Associate is an entry level sales position. This position serves as the first point of contact for our clients and carriers and will sell and service insurance policies that meet our clients’ needs and protect their assets. This position will also collaborate with other agents and associates to create a holistic and integrated insurance portfolio for our clients which provides lasting security.

 

GREENSTATE CULTURE:

At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.

 

Pay range for this hourly position is $21.46 - $25.08/hr with a progressive benefits package. 

Responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES:

Performs essential duties and responsibilities in the following areas which may include, but are not limited to, those listed and are subject to change.

 

1. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
2. Demonstrates a positive member service (internal and external) focus at all times.
3. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
4. Ensures confidentiality of member information.
5. Supports a diverse and inclusive work environment.
6. Works as primary driver of GreenState Insurances Personal Lines agency growth driving sales throughout our agency footprint and membership. Along with being the primary point of contact for agency book rolls driving growth through service and retention.
7. Gains knowledge to analyze and interpret new and existing client’s insurance needs based on their specific circumstances.
8. Seeks recommendations from existing GreenState client base to expand agency book of business.
9. Proactively contacts Mortgagee’s to review insurance coverages ahead of closing with GreenState Mortgage department.
10. Makes outbound sales calls to current and potential insureds outlining the benefits of GreenState insurance.
11. Works the recommendations pipeline from internal partners via Salesforce, GreenState’s internal CRM.
12. Upholds agency guidelines, processes and procedures in accordance with GreenState Insurances expectations.
13. Reviews and maintains current book of business looking for upsell opportunities and ensuring we retain our existing member base.
14. Manages request for quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.
15. Proactively solicits increases in limits, coverages and/or rounding out accounts through sales to clients with every service contact and sends recommendations to the Portfolio Management team where appropriate.
16. Provides excellent customer service to clients’ questions to provide appropriate answers related to their coverage and/or policy status.
17. Documents all material conversation with insured and/or carriers regarding exposures and coverage with agency management system.
18. Assists with record keeping of sales activities and results.
19. Attends service and/or sales meetings as needed.
20. Works on individual or corporate projects that may be assigned by management occasionally.
21. Seeks referrals/sales from current Membership base and Personal referrals to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
22. Meets minimum sales and retention expectations for all products and services outlined in the incentive program.
23. Maintains appropriate level of continuing education credits as applicable by state and license guidelines.
24. Works to maintain basic carrier product and interface knowledge.
25. Receives phone calls and assists potential walk-in clients.
26. Attends community, industry, and GreenState Insurance/Credit Union events.

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