VI - Insurance Retention Agent

Summary

The VI Insurance Retention Agent works closely with the Retention Team and is proficient in Personal/Commercial or both lines of insurance. The position assists with service/retention of new and existing members and able to sell new policies when needed.

Essential Functions

• Creates excellent service experiences that promote the Veridian brand.
• Develop proficiencies in the agency management system.
• Maintain licensure, in order to provide assistance to  Personal and/orCommercial members.
• Manage and maintain existing customer accounts including quotes and renewals, answering questions, processing requested changes, and updating records in the agency management systems.
• Participate in meetings with members, serving as a point of contact for retention needs.
• Review customer, policy and claim information for accuracy, appropriateness, searching for additional coverage options and opportunities.
• Determine cross selling opportunities with members and referring said opportunities to appropriate Veridian personnel when needed.
• Represent Veridian in a positive light in all professional duties while developing, servicing members and selling new policies when possible.
• Contribute positively to team effort by consistently achieving established goals and expectations.

Key Attributes

• Oral and written communication skills.
• Member service focus.
• Attention to detail and accuracy.
• Positive attitude that supports a team environment.
• Dependable and punctual; flexible during peak times.
• High level of confidentiality.
• Organizational skills.
• Self-motivated; ability to work without close supervision.
• Problem solving; analysis.

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:

• Occasionally lift and/or move items over 10 pounds.
• Remain sedentary (seated) for extended periods of time.

Working Conditions

This job operates in a professional office environment and routinely uses standard office equipment.

Travel

Limited travel expected.

Required Education And Experience

• High School Diploma.
• Licensed insurance agent, or ability to earn license within 6 weeks or sooner.
• Fluent computer skills in a Microsoft Windows environment.

Preferred Education And Experience

• 2+ years of experience in an independent insurance agency setting or financial institution.
• Experience utilizing AN agency management system. 
• Certified Insurance Service Representative (CISR) designation or equivalent.

Other Duties

Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.

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.

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