🛠 Tech Stack

💼 About This Role

You'll provide insurance advisory services and sell personal lines policies to credit union members, handling renewals, claims, and cross-selling opportunities. You'll travel to assigned branches and build client relationships to ensure best coverage and pricing.

🎯 What You'll Do

• Review member financial information and recommend insurance coverage
• Manage personal lines book of business, policy renewals, and client consultations
• Process new policies, renewals, and claims in agency management system
• Cross-sell insurance products and refer opportunities to credit union

📋 Requirements

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

✨ Nice to Have

• Experience in credit union or financial services environment
• Bilingual skills

🎁 Benefits & Perks

• 🏖️ Best Places to Work in North Bay (20 years)
• 📈 World-class Employee Engagement scores
• 🏆 Top Corporate Philanthropist recognition
• 💼 People-first culture with leadership focused on empathy and inclusion

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Application Review· 1 week
2. 2Phone Screen· 30 min
3. 3In-person Interview· 1 hour
4. 4Offer· 1 week