Credit Union:

iQ Credit Union


Vancouver, WA



Job Description:

The Insurance Sales Agent II is responsible for developing relationships with current and prospective members, advising clients on features and benefits of various insurance policies, and cross-selling policies based on identified needs, and maintaining a specific production level as defined to meet members needs.

Essential Duties:

  • Minimum production standards to advance and maintain Agent II status is 15 new applications per month on average for 9 months out of a rolling 12-month period. Must also increase policies in force by an average of 10 per month for 9 out of a rolling 12-month period.
  • Advise, service, and cross-sell insurance policies that protect individuals and businesses from financial loss resulting from automobile accidents, fire, theft, storms, and other events.
  • Seek out new clients and develop clientele by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.
  • Adhere to the rules and regulations as outlined by the various insurance companies that are represented, as well as within the guidelines of the office of the Washington State Insurance Commissioner.
  • Customize insurance programs to suit individual clients, often covering a variety of risks.
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and discuss any existing coverage.
  • Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
  • Obtain price quotes and process applications. Match insurance policies for clients with the companies that offer the best rates and coverage.
  • Calculate premiums and establish payment method.
  • Issue binders as requested by mortgagees and loss payees on behalf of their member customers.
  • Call on policyholders to deliver and explain policies, analyze insurance programs and suggest additions or changes.
  • Inspect property; examine general condition, type of construction, age, and other characteristics to determine insurance risk.
  • Process and monitor insurance claims in a timely manner. Ensure they are settled equitably for both the client and the insurer.
  • Perform administrative tasks, such as maintaining records, handling policy renewals and processing payments.
  • Develop working relationships with Credit Union staff and provide feedback regarding referrals and appointments in a timely manner.
  • Actively assist business development and sales generation through target marketing, seminars, branch displays, newsletters and member referrals.
  • Provide on-going support to insurance clients as needed.
  • Responsible for the payment and timely completion as required to maintaining insurance license.
  • Conduct branch level product and referral training sessions.
  • Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations.
  • Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.

Knowledge and Skills:

Three years to five years of similar or related experience, specifically experience in a personal insurance sales and service position. Must be able to demonstrate proven results in previous insurance roles.

A high school education or GED. Must possess active insurance license.

iQ Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.