Responsible for generating Property & Casualty sales through ongoing prospecting and lead generation, leveraging branch networking and partnerships across our diverse range of product offerings. Ensures that insurance offerings adhere to the requirements set forth by carriers, sales centers, and regulatory authorities at the state level. Effectively drive sales transactions to enhance the profitability of VyStar Insurance Agency (VIA). Develops and maintains external networking relationships with realtors, mortgage brokers, title agencies, apartment complexes, and builders. Develops strategies to generate new internal and external sales opportunities. Builds and maintains relationships with VIA members and non-members. Ensures satisfaction to promote renewals and referrals. Cross-sell to grow VIA’s overall book of business through diverse product offerings. Conducts thorough assessment of needs and delivers consultative services through proactive problem-solving. Utilizes resources proactively to provide quality and tailored solutions in a timely manner. Presents product options to address the requirements of both members and non-members, including enhanced coverage alternatives. Identifies and capitalizes on opportunities to sell and cross-sell both personal and commercial insurance products. Employs telephone, text, and email communication to facilitate sales efforts. Provides prompt and effective follow-up on inquiries from both members and non-members to secure new business and maintain existing policies. Provides comprehensive information to members and non-members regarding all VIA products and services. Develops strong relationships that are essential for fostering satisfaction, loyalty, and a connection to the VyStar brand. Expected to demonstrate VyStar Excellence behaviors: Focus, Connect, Understand, Counsel, Advance. Job qualifications include high school diploma or equivalent with 1-2 years insurance experience (college degree preferred), personal lines experience required, commercial experience a plus, general knowledge of insurance departments, operations, terminology, and objectives, continuing education hours to maintain designations/certifications and insurance related license. Skills include sales orientation, resilience, problem-solving, initiative, self-motivation, accountability, proficient communication, telephone etiquette, organizational skills, attention to detail, technological proficiency, and knowledge of insurance industry processes. Proficiency in MS Office and preferred proficiency in agency management systems. Preferred licenses include active State Property & Casualty licenses, specifically 2044 Personal lines license and 220 General Lines License preferred. Work environment may require exerting up to twenty pounds of force occasionally. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms without a valid written search agreement.
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