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Insurance Sales Agent
Tampa, FL

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Now viewing: Property & Casualty Insurance Agent - AIA
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Achieva Credit Union

Property & Casualty Insurance Agent - AIA

Entry-Level JobVerifiedNo experience needed

Job Description

Job Description Help for Job Description. Opens a new window.
Position Summary:
The Property & Casualty Insurance Agent provides outstanding customer service related to existing and new customers. This role actively produces new business from existing customers and new business lead generation opportunities.
Key Responsibilities:
Customer Service & Sales Development
  • Develop and qualify leads to drive additional sales opportunities through cold-calling, networking and other lead generation opportunities (Time 35%)
  • Maximize growth and client retention through superior customer service. (Time 25%)
  • Create new business policies for clients, collecting all necessary information and filling out all the required paperwork. (Time 20%)
  • Perform various clerical tasks in the office, including but not limited to answering phones, and typing up documents. (Time 20%) Organizational Engagement
  • Represent the credit union with professionalism and courtesy in all interactions.
  • Uphold the highest ethical standards in all interactions and responsibilities.
  • Support leadership initiatives that position the credit union as a top employer.
  • Participate in annual training or as required.
  • Perform other essential functions as needed or assigned.
  • Travel may be required on occasion.
  • Work flexible hours including upon request or to meet member and business demands.

Benefits

  • Flexible Work Schedules