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Bilingual Insurance Sales Producer

Security Service Federal Credit Union
Posted 5 days ago, valid for 15 days
Location

San Antonio, TX, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The position involves prospecting, quoting, and selling Personal Lines insurance products to both SSFCU members and non-members, while maintaining a professional and positive demeanor.
  • Candidates must have a minimum of three years of insurance sales experience and hold a Property & Casualty License.
  • The role requires meeting individual sales goals, adhering to call volume standards, and managing multiple lead opportunities with accountability.
  • Salary details are not specified, but the job emphasizes the importance of quality, integrity, and relationship-building with clients.
  • Familiarity with the Vertafore/AMS360 Agency Management System and proficiency in Microsoft Word and Excel are also required.
Responsible for prospecting, quoting, and selling Personal Lines insurance products to SSFCU members and non-members by interacting professionally and communicating in a positive manner at all times while exceeding expectations. Must meet and/or exceed individual sales goals established by leadership on a consistent basis. Must meets call volume standards, timeliness, and adherence metrics. Every day job functions must be met with quality and integrity at all levels. Manage multiple inbound and outbound lead opportunities on a regular basis and holds themselves accountable for timely interaction with members without close supervision. Prequalifies prospects for insurability and quality of risks. Recommends coverages, completes and submits applications and related documentation to appropriate markets. Executes follow-up as appropriate. Prepare insurance proposals from multiple carriers using an automated rating system and interacts with members in answering questions while ensuring appropriate coverage is offered so the insured's needs are adequately protected. Develop relationships with members by reviewing missed opportunities on unsold leads to completing the sales process with accuracy. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
Qualifications
High school diploma or equivalent. Minimum of three (3) year of insurance sales experience. Property & Casualty License. Experience using Vertafore/AMS360 Agency Management System. Knowledge of Microsoft Word and Excel. Able to communicate verbally and in writing to explain complex issues and interpret complex information, and respond appropriately. Able to perform a large number of steps in complex system with accuracy and speed.



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