💼 About This Role

You'll provide insurance, risk advice and education to members. You'll sell and service personal lines accounts, handle renewals, and manage leads with a focus on advisory services and cross-selling opportunities. This role requires travel to branches and offers a chance to join a top-rated credit union.

🎯 What You'll Do

• Review member financial info and recommend insurance coverage.
• Handle policy renewals, changes, and new business processing.
• Cross-sell insurance products and refer to credit union services.
• Manage leads, track sales, and report on performance.

📋 Requirements

• Active Property & Casualty Insurance Agent/Broker's License.
• Knowledge of personal lines markets, coverage, and rating procedures.
• Proficient in Microsoft Office (Word, Excel).
• Ability to travel to branches and other locations.

✨ Nice to Have

• Experience in a credit union or financial institution.
• Bilingual skills (Spanish).
• Entrepreneurial mindset.

🎁 Benefits & Perks

• 🏖️ Paid time off
• 💰 Competitive salary
• 🏥 Health insurance
• 📈 401(k) matching

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Phone Screen· 30 min
2. 2In-Person Interview· 1 hour
3. 3Offer· 1 week