Licensed Insurance Associate
Job in
North Liberty, Johnson County, Iowa, 52317, USA
Listing for:
GreenState Credit Union
Full Time
position
Listed on 2026-01-07
Job specializations:
Salary/Wage Range or Industry Benchmark: 21.46 - 25.08 USD Hourly
USD
21.46
25.08
HOUR
Job Description & How to Apply Below
Position Summary
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 Green State,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 andin the future—isdeeplyrooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment tolivingour 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.
Essential Duties and 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 Green State'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 Green State 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 client’s insurance needs based on their specific circumstances.Seeks recommendations from existing Green State client base to expand agency book of business.Proactively contacts Mortgagee’s to review insurance coverages ahead of closing with Green State Mortgage department.Makes outbound sales calls to current and potential insureds outlining the benefits of Green State insurance.Works the recommendations pipeline from internal partners via Salesforce, Green State’s internal CRM.Upholds agency guidelines, processes and procedures in accordance with Green State 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.Assists with record keeping of sales activities and results.Attends service and/or sales meetings as needed.Works on individual or corporate projects that may be assigned by management occasionally.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.Meets minimum sales and retention expectations for all products and services outlined in the incentive program.Maintains appropriate level of continuing education credits as applicable by state and license guidelines.Works to maintain basic carrier product and interface knowledge.Receives phone calls and assists potential walk-in clients.Attends…
Position Requirements
10+ Years
work experience
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