At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week.
We encourage you to become a part of VyStar Credit Union's family of employees.
VyStar Insurance Sales Agent
ACCOUNTABILITY STATEMENT: Responsible for generating Property & Casualty sales through continuous and consistent prospecting and lead generation through branch networking and partnerships, developing and maintaining external networking relationships with realtors, mortgage brokers, title agencies, apartment complexes and builders, leads generated from marketing efforts of the Agency, cross selling and CRM leads list. Conducts cold calling to generate new leads and establish potential relationships to assess customer needs and identify products/services from a broad range of Insurance Carrier partners. Ensures sales and offerings comply with carrier, sales center, and state regulatory requirements and finalizes the sale of these products/services to grow profitability of VyStar Insurance Agency (VIA).
ESSENTIAL RESPONSIBILITIES
Generate new sales, retain existing Members, and grow VIA's overall book of business through our multiple product offerings.
Sells and cross-sell Personal and Commercial insurance via telephone, internet, and email with a focus on rounding out existing accounts and ensures all solutions and quotes follow VIA’s established guidelines.
Build rapport critical to establishing customer satisfaction, loyalty, and affinity to the VyStar brand.
Exercises responsive and timely follow-up to Member inquiries with the goal of obtaining, finalizing and/or retaining the business with VIA.
Recommends solutions and provides product options and quotes to meet Member needs, including increased coverage and cross sales/ account rounding.
Formulates strategies to increase product awareness of VIA products and services.
Actively solicit new business outside of the office, at business establishments and other locations to create and expand business networks.
Establish consistent pipeline for new business as well and offers solutions and product options based on the Member’s needs.
Demonstrates each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job.
Focus Focus your full attention by carefully listening to and observing your client or member.
Connect Consistently be friendly and approachable. Demonstrate you care.
Understand Listen empathetically and ask questions. (70%/30%)
Counsel Recommend solutions based on your client’s or member’s needs and objectives.
Advance Ensure that member's expectations were exceeded.
Verify necessary follow-up action.
JOB QUALIFICATIONS
Knowledge, Skills, and Abilities
Solid knowledge of processes, methods, and workflow procedures in insurance.
Sales aptitude with resilience to overcome objectives.
Competitive spirit with a desire to win and grow.
Highly developed written and verbal communication skills, including the ability to build rapport and professionally interact positively and courteously within the Member, organization or with vendors.
Ability to communicate professionally with strong skills and ability to engage with others, asks appropriate questions to meet objectives, and clearly and concisely communicates when sharing with others.
Develop and maintain collaborative relationships across the organization. Understands VyStar’s overall vision, mission and business objectives.
Maintains the highest level of confidentiality, demonstrate due professional care and the highest standards of professional competency.
Ability to effectively plan and organize work to ensure that work is completed within specified time and quality parameters.
Display flexibility, initiative, attention to detail/accuracy, strong organizational skills, and the ability to multi-task and meet established deadlines.
Demonstrates strong problem-solving skills and sound judgment within responsibilities and seeks guidance as appropriate.
Proven ability to work both independently and as part of a team and consistently displays teamwork.
Demonstrated ability to take initiative, multi-task, collaborate, and use sound judgment in decision making.
Ability to provide professional and winning customer service.
Successfully complete all product and/or skill-enhancement training.
Excellent organizational skills and attention to detail needed to ensure all sale and post- sale carrier specific requirements are met (applications, inspections, signatures, etc.).
Computer Skills
Proficiency in MS Office products (Outlook, Word, and Excel), internet, and other related computer applications.
Proficient in Agency Management and LMS systems.
Education & Experience
Currently hold active State Property & Casualty licenses. Specifically, 220 General Lines License or a 2044 Personal lines license.
Personal lines experienced required. Commercial experience is a plus.
High school diploma or equivalent. College degree preferred.
Minimum 2 years of insurance related experience required.
General knowledge of insurance departments, operations, terminology, and objectives.
Employee must acquire necessary continuing education hours to maintain Designations/Certifications and/or Insurance Related License.
DISCLAIMERS AND WORK ENVIRONMENT
Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management.
The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.
VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union.
No placement fee will be paid if a candidate is hired as a result of the referral, or through other means.
Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members.
Thank you again for your interest in this position!
VyStar Credit Union Human Resources
