Licensed Insurance Associate

GreenState Credit Union • Naperville, IL • 7h ago

This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/12795410 GreenState Credit Union\ \ Licensed Insurance Associate\ \ US-IL-Naperville\ \ Job ID: 2025-4228\ Type: Regular Full-Time\

of Openings: 1\

Category: GreenState Insurance\ GreenState Credit Union\ \ 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, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members, and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

Pay range for this hourly position is \$21.46 - \$25.08/HR with a progressive benefit 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.

Adheres to the Credit Union\'s core values and Service Standards in conducting GreenState\'s mission and vision.\ Demonstrates a positive member service (internal and external) focus at all times.\ Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.\ Ensures confidentiality of member information.\

Supports a diverse and inclusive work environment.\

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.\ Gains knowledge to analyze and interpret new and existing clients insurance needs based on their specific circumstances.\ Seeks recommendations from existing GreenState client base to expand agency book of business.\ Proactively contacts Mortgagees to review insurance coverages ahead of closing with GreenState Mortgage department.\ Makes outbound sales calls to current and potential insureds outlining the benefits of GreenState insurance.\ Works the recommendations pipeline from internal partners via Salesforce, GreenStates internal CRM.\ Upholds agency guidelines, processes and procedures in accordance with GreenState Insurances expectations.\ Reviews and maintains current book of business looking for upsell opportunities and ensuring we retain our existing member base.\ 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.\ 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.\ Provides excellent customer service to clients questions to provide appropriate answers related to their coverage and/or policy status.\ Documents all material conversation with insured and/or carriers regarding exposures and coverage with agency management system.\ Ass\ \ \ \ Equal employment opportunity, including veterans and individuals with disabilities.\ \

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