Insurance Consultant, Marlborough, Full-Time, Hybrid
Schedule:
Monday - Friday 8-5 (40 hours)HybridSummary/Objective:
Provide DCU members with expert advice, service, and appropriate property/casualty insurance products for their needs.
Produce profitable growth and account retention for DCU Insurance and support the DCU Mission and Vision.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Respond to member inquiries.
Review loss exposures and advise members on P&C insurance needs.
Prepare quotes for coverages and carriers appropriate to their needs.
Place new and renewal business with carriers in a manner that optimizes member needs, account retention and agency profitability.
Triage service to specific carriers to increase customer satisfaction.
Conduct periodic account review to update member needs and account information.
Remarket renewals if requested.
Educate members concerning coverage selection, limitations/exclusions, and insurance products and procedures.
Complete new business applications, triage service change requests, cancellations, billing transactions in accordance with carrier requirements and DCU Insurance processes.
Maintain accurate and complete agency management systems and other agency records.
Consultative approach to provide expertise to customers with regard to carriers, coverage, products, systems, and procedures.
Perform other job-related duties as assigned by Managers(s).
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities, and activities may change at any time with or without notice.
Job Competencies:
Excellent verbal and written communication skills.
Participates as an active and contributing member of a team to achieve team goals.
Works cooperatively with other team members, involves others, shares information as appropriate, and shares credit for team accomplishments.
Excellent organizational skills with attention to detail.
Education and Experience Requirements:
Property/casualty producer's license required.
Experience working in an agency environment preferred.
Working knowledge of rating and underwriting personal lines products.
Full knowledge of property and casualty products and their application.
Understanding of insurance markets and agency management systems and procedures.
Supervisory Responsibility:
None.
Work Environment:
This job operates in a professional office environment.
This role routinely uses standard office equipment such as computers, phones, copier/scanner, filing cabinets, and fax machines.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is a largely sedentary role.
While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
Travel:
Travel would seldom be required for training; an as needed basis.
Service Excellence:
The DCU Way:
All employees are expected to provide service excellence the DCU Way through teamwork and by providing quality service to internal and external members, incorporating the Guiding Principles of DCU's culture:
People come first Do the right thing Make a difference Bank Secrecy Act (BSA):
All Credit Union employees are required to complete all BSA related training annually and maintain knowledge of current BSA policies, specifically those related to functions performed within the department and identify and report possible suspicious activity.
We are proud to be an Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.
35(c) Recommended Skills Attention To Detail Billing Communication Consultative Approaches Coordinating Customer Satisfaction Estimated Salary: $20 to $28 per hour based on qualifications.
Monday - Friday 8-5 (40 hours)HybridSummary/Objective:
Provide DCU members with expert advice, service, and appropriate property/casualty insurance products for their needs.
Produce profitable growth and account retention for DCU Insurance and support the DCU Mission and Vision.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Respond to member inquiries.
Review loss exposures and advise members on P&C insurance needs.
Prepare quotes for coverages and carriers appropriate to their needs.
Place new and renewal business with carriers in a manner that optimizes member needs, account retention and agency profitability.
Triage service to specific carriers to increase customer satisfaction.
Conduct periodic account review to update member needs and account information.
Remarket renewals if requested.
Educate members concerning coverage selection, limitations/exclusions, and insurance products and procedures.
Complete new business applications, triage service change requests, cancellations, billing transactions in accordance with carrier requirements and DCU Insurance processes.
Maintain accurate and complete agency management systems and other agency records.
Consultative approach to provide expertise to customers with regard to carriers, coverage, products, systems, and procedures.
Perform other job-related duties as assigned by Managers(s).
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities, and activities may change at any time with or without notice.
Job Competencies:
Excellent verbal and written communication skills.
Participates as an active and contributing member of a team to achieve team goals.
Works cooperatively with other team members, involves others, shares information as appropriate, and shares credit for team accomplishments.
Excellent organizational skills with attention to detail.
Education and Experience Requirements:
Property/casualty producer's license required.
Experience working in an agency environment preferred.
Working knowledge of rating and underwriting personal lines products.
Full knowledge of property and casualty products and their application.
Understanding of insurance markets and agency management systems and procedures.
Supervisory Responsibility:
None.
Work Environment:
This job operates in a professional office environment.
This role routinely uses standard office equipment such as computers, phones, copier/scanner, filing cabinets, and fax machines.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is a largely sedentary role.
While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
Travel:
Travel would seldom be required for training; an as needed basis.
Service Excellence:
The DCU Way:
All employees are expected to provide service excellence the DCU Way through teamwork and by providing quality service to internal and external members, incorporating the Guiding Principles of DCU's culture:
People come first Do the right thing Make a difference Bank Secrecy Act (BSA):
All Credit Union employees are required to complete all BSA related training annually and maintain knowledge of current BSA policies, specifically those related to functions performed within the department and identify and report possible suspicious activity.
We are proud to be an Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.
35(c) Recommended Skills Attention To Detail Billing Communication Consultative Approaches Coordinating Customer Satisfaction Estimated Salary: $20 to $28 per hour based on qualifications.
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