Job Description

There's a reason we've won so many awards for being one of the best companies to work for! We invite you to apply to join our family, and here's what's in it for you:

• 12 paid holidays
• Competitive compensation
• Benefits, perks, and discounts worth a double-take
• A positive atmosphere and co-workers who truly care
• Enjoyable activities and wellness initiatives
• Work-from-home flexibility (hybrid schedule)

Summary:  At Deseret Insurance Agency, an affiliate of Deseret First Credit Union, the primary responsibility is to sell insurance policies to new and existing clients. Agents help clients find the insurance company and coverage that best fits their needs. Also assists clients with policy changes and acts as an advisor to insured clients. Maintains policy records and seeks out new clients.

Duties and Responsibilities:  

• Sell various types of insurance policies to individuals and businesses on behalf of insurance companies, including Automobile, Home, and Life. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
• Assist clients with claims and policy maintenance. Look for alternatives when necessary to ensure client satisfaction. 
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Conduct internal training on insurance products and help administer branch referral programs as requested. 
• Assist in promoting credit union products and services
• Performs other related duties as assigned
• This job description is not an exhaustive list of all job duties; other duties may be assigned at any time

Qualifications:

• Two years of similar or related experience
• A two-year college degree or completion of a specialized course of study at a business or trade school preferred. Education requirement may be substituted with equivalent knowledge gained through work experience.
• P&C license required
• Property and Casualty insurance background

Competencies: 

• Courtesy, tact, and diplomacy are essential elements of the job
• Goal oriented, self-motivated and a team player
• Be able to sell products by providing adequate information and helping clients understand a need
• Communicate well with clients to help them feel comfortable and that their needs are being met
• Deal with team members in a friendly and professional manner
• Strong organizational skills
• Strong customer service skills

Computer/Software Skills:

• Microsoft Office Suite
• The Agency currently uses Hawksoft as its client management system and Quomation for its quoting vendor. Previous experience with these systems is not required but familiarity with Windows based platforms is helpful.
• Typing skills

Deseret First Credit Union is proud to be an Equal Opportunity Employer, providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, gender identity, age, national origin, disability veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.

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