VI - Insurance Agent II

Responsible for creating and maintaining relationships with new and current members and clients through the sale of insurance coverage that protects against risk and exposure.

• Perform the duties of an active, multi-line, licensed insurance agent, with an emphasis on selling and building an assigned book of business.
• Conduct client analysis in order to develop individualized insurance programs to fit individualized member/client needs.
• Build a pipeline of people to contact, collaborating with all Veridian personnel, community networking, and other means of accepted prospecting practices.
• Placement of new business and renewal policies with new and current clients, reviewing limits and coverage as needed.
• Provide service and claims advice when customer service representatives are either unavailable or are requesting assistance with difficult or complicated situations.
• Cross sell Veridian Credit Union products and services when appropriate.
• Represent The Veridian Group and Veridian Insurance in a positive light in all professional duties.
• Participate in civic and community affairs, functions, and organizations promoting a positive community image for The Veridian Group and Veridian Insurance.
• Perform other projects and activities as directed by management.

• Oral and written communication skills.
• Member service focus.
• Attention to detail and accuracy.
• Positive attitude that supports a team environment.
• Dependable and punctual; flexible during peak times.
• High level of confidentiality.
• Organizational skills.
• Self-motivated; ability to work without close supervision.
• Problem solving; analysis.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:

• Occasionally lift and/or move items over 45 pounds.
• Remain sedentary (seated) for extended periods of time.

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.

Limited travel expected.

• Licensed insurance agent.
• 5+ years of experience as a licensed insurance agent.
• Fluent computer skills in a Microsoft Windows environment.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Veridian Insurance provides equal employment opportunities to all employees and applicants for employment without regard to age, race, creed, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.