Job Description

As an Insurance Agent/Producer , you will be responsible for managing member inquiries, both in person and via phone, while providing administrative assistance to the Hoosier Hills Insurance Agency. You will help our members find the best insurance solutions tailored to their specific needs and ensure they have all the information required to make informed decisions. Your role will directly contribute to building long-term relationships with clients and cross-selling other Credit Union products. This is a sales-oriented role where youll frequently be out in the field on sales calls to meet potential clients and promote our insurance offerings.

What Youll Do:

• Mission and Service : Be an integral part of Hoosier Hills Credit Unions and Hoosier Hills Insurance Agencys mission by providing exceptional service that aligns with our Service Promises.
• Member Interaction : Greet insurance agency guests, assess member needs, and offer personalized advice on insurance products.
• Provide Quotes and Information : Offer members accurate pricing, quotes, and detailed information on various insurance products.
• Recommendations and Support : Make recommendations and explain the best insurance options based on members' specific needs.
• Relationship Building : Develop and maintain relationships with clients and Members to ensure long-term satisfaction.
• Product Knowledge : Maintain up-to-date knowledge of all company products, pricing, and features to offer the best advice.
• Follow-Up : Stay in contact with members to resolve any unresolved insurance needs or issues.
• Cross-Sell Credit Union Products : Identify opportunities to promote and cross-sell other Credit Union products to members.
• Sales Calls : Frequently engage in sales calls to meet potential clients, build relationships, and expand your client base.
• Compliance : Complete required annual Bank Secrecy/OFAC and compliance training and adhere to all BSA/AML laws, rules, and regulations.
• Other Duties : Perform other duties as assigned by management.

What Were Looking For:

• Educational Background : High school diploma or equivalent required.
• Relevant Experience : Minimum of three years of experience in working with insurance programs.
• Licensing : Must hold or be able to obtain proper licensing with the Indiana Department of Insurance (Property Casualty and Life & Health).
• Interpersonal Skills : Professional and well-developed interpersonal skills to interact with members and represent Hoosier Hills Insurance Agency and the Credit Union in a positive light.
• Judgment and Problem Solving : Ability to use judgment in day-to-day situations, solving problems within established guidelines.
• Mathematical Skills : Intermediate mathematical skills for calculations involving decimals, percentages, fractions, etc.
• Technology Skills : Basic knowledge of word processing, spreadsheet software, and the use of the Internet.
• Service Orientation : Strong commitment to delivering excellent customer service and building lasting member relationships.
• Sales Focus : Comfortable with a sales-driven role, with the ability to meet and exceed sales goals through effective prospecting and client interactions.

Hoosier Hills Credit Union is an Equal Employment Opportunity Employer.

If you are ready to make a meaningful impact and help our members navigate their insurance needs, apply today to join our award-winning team!

PM19

Compensation details: 45000 Yearly Salary

PI86b3f956c684-30492-40587533

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