Insurance Advisor

Position Summary

The Insurance Advisor role serves as the primary driver of commercial lines growth and advanced sales within GreenState Insurance. This dynamic role is positioned primarily in an outside sales capacity working with insureds and businesses building out their comprehensive insurance portfolios.

GREENSTATE CULTURE:

At GreenState, 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 and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.

Salary range for this position is $62,954.58 73,601.32 with a progressive benefit package.

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 GreenState'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.
• Advises prospects and insureds regarding features, advantages and disadvantages of various insurance products in an outside sales environment.
• Uses discretion in creating proposals and recommending appropriate insurance products based on insured's needs.
• Sells all lines of new business insurance policies to membership and prospects.
• Develops and fosters relationships with recommendation sources outside of the credit union to drive business to the agency.
• Work as a partner with GreenState Credit Union divisions to drive capture rate and share of the wallet within membership.
• Make location visits, attends various sponsored events such as financial center meetings, community outings, industry events and takes a lead role in our department's volunteer efforts.
• Assesses the need of existing insureds based upon collection and analysis of the insured financial information during review, e.g. property review, loss review, credit rating and other underwriting criteria as necessary by appointed companies.
• Maintains and services personal book of business managing client relationship and expectations of insureds.
• Attends outside marketing events at the Insurance Risk Advisor discretion to find other sources of leads and business development.
• Work with agencies carrier partners – staying up to date on company, product and industry changes.
• Attends state required continuing education and company required meetings for educational purposes.
• Adheres to all company policies, procedures and business ethics codes.
• Maintains strict adherence and compliance to all laws, rules, regulations, policies, procedures and internal controls in accordance with GreenState Insurance standards.
• Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events on an annual basis.
• Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements.
• Diligently tracks insured relationship correspondence and history with agency management and CRM systems.
• Performs all other duties as assigned.

Job Requirements/Expectations

• High School Diploma or equivalent required.
• Minimum of five (5) years of experience as an agent specializing in property casualty insurance sales required.
• Property Casualty (P&C) license required.
• Life and Health Insurance license required.
• Certified Insurance Counselor, CIC certificate preferred.
• Experience in an independent agency preferred.
• Demonstrated entrepreneurial approach to growing business.
• Demonstrated experience maintaining existing business relationships.
• Must be able to maintain appointments with various external insurance carriers.
• Must be bondable.

Reporting Relationship

This position reports to the VP GreenState Insurance.

Supervisory Responsibilities

This position is not responsible for the supervision of others

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID