Description
JOB STATUS: Non-Exempt
REPORTS TO: AVP of Insurance Services
SUPERVISES: None
WHO WE ARE: At Oak Tree Insurance Agency, a service organization of Central One Federal Credit Union, we are committed to delivering exceptional service, building lasting relationships, and protecting what matters most to our clients. As an award-winning independent insurance agency proudly serving all of MA, we believe our success is rooted in our core values: integrity, teamwork, professionalism, responsiveness, and genuine care for our clients and community. We strive to provide personalized insurance solutions, act as trusted advisors, and create an environment where employees, clients, and community members feel valued, supported, and respected. Every member of our team is dedicated to making a positive difference one conversation, one policy, and one relationship at a time.
PRIMARY FUNCTIONS: Assist existing and potential clients with all insurance needs. Perform day to day responsibilities and duties. This position requires the employee to work in office.
DUTIES and RESPONSIBILITIES:
1. Work directly with existing and potential clients to satisfy all insurance needs.
2. Provide quoting and processing new business applications.
3. Answer inbound phone calls, emails and faxes to ensure information is provided in a timely manner.
4. Review policies with insureds both on the phone and in person.
5. Offer complete reviews and point out concerns and downfalls of the insured's current policies when we can't beat the price of the current policy.
6. Account rounding and up-selling policies.
7. Turn around all new business quotes within a 24-to-48-hour period.
8. Turn around all endorsements in a 2448-hour period as needed to back up Administrative Clerk
9. Help with remarkets as needed to assist other team members
10. Complete all new business applications, registry paperwork and process billing as required.
11. Contribute to high Member Satisfaction scores through superior service and follow up.
12. Adhere to sales goals set in place by manager.
13. Stay current on job-related equipment, procedures, CEU credits and/or information by reading handouts/memos, attending meetings, classes, seminars and other necessary means.
14. Adhere to all applicable Credit Union policies, procedures and regulations.
15. Participate in special projects and community activities, as needed.
16. All other duties and responsibilities as directed
Pay Range: $26.26 - $33.80 per hour commensurate with experience
Hybrid Work Arrangement: Upon completion of in office training, the employee will have the opportunity to work from home 1-2 days a week as staffing allows.
PI286131500
Requirements
Education: Two-year college degree or MA property and casualty insurance license required. Bachelor's Degree preferred
Experience: 3 to 5 years of experience in an agency is preferred.
Skills: Analytical ability; ability to make decisions and do detailed work; ability to work efficiently and accurately in a fast-paced environment; skilled in the use of general office machines and computers; ability to sell, cross-sell and interact professionally face-to-face, on the telephone and through electronic means. Have a strong knowledge of the Registry of Motor Vehicles and Win Rater.
Traits: Capacity to work well with others, dependability, flexibility, initiative, resourcefulness, confidentiality, professionalism, excellent customer service skills, ability to multitask