22 days old
2017-12-272018-01-26

Insurance Account Specialist

Chesapeake , Virginia 23320
  • Job Type
    Employee
  • Job Status
    Full Time

To assist in the retention and growth of established property and casualty accounts by engaging in cross sale efforts and performing administrative duties regarding new and renewal accounts and other tasks assigned by underwriters. This position is also responsible for incoming policy changes and/or cancellations according to company policies in addition to re-quoting accounts at renewal if necessary.

 

Major Responsibilities: Makes customized product recommendations based upon client needs and provide on-going support to insurance clients. Handle inquiries regarding coverage, billing, policy changes, and re-quoting if necessary to retain business. Participate in cross sell campaign and follow procedures to round out established and new clients in multiple product relationships. Provide annual insurance reviews to uncover gaps in coverage and cross sell opportunities. Maintains an industry standard retention by utilizing cross sell strategies, customer reviews and effective customer contact. Supports agency growth and retention by issuing policies monthly to include cross sales, credit union referrals, and external referrals.

Requirements

The successful candidate will possess a two year college degree or completion of a specialized course of study at a business or trade school or completion of a specialized and extensive in house training or apprenticeship program in addition to one to three years of similar or related experience. Candidate must have working knowledge of Insurance Agency and possess a VA property & casualty license (P&C). Possess strong working knowledge of personal computers and various Microsoft software. Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others both inside and outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Physical qualifications include being able to sit at a computer for extended periods and being able to lift and carry at least 25 pounds.

ABNB Federal Credit Union provides a professional work environment that recognizes top performers. We offer a competitive salary and excellent benefits package including Medical, Dental, Life, STD, LTD, Flexible Spending Accounts (FSAs) for both Medical and Dependent Care, and tuition reimbursement.

EOE/M/F/DISABILITY/VET 

For more information and to apply, please visit our website at www.abnbfcu.org.

 

Human Resources will only contact qualified candidates upon receipt and review of your resume.

No phone calls please.

Categories

  • Banking/Financial Services
  • Insurance
  • Sales

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Insurance Account Specialist

ABNB Federal Credit Union
Chesapeake , Virginia 23320

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ABNB Federal Credit Union
Chesapeake , Virginia

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