Brokerage and Insurance Sales Representative-Hybrid

Logix Federal Credit Union•Valencia, CA

21h•$28 - $42•Hybrid

About The Position

The Brokerage and Insurance Sales Representative is responsible for processing and cross-selling brokerage and insurance products while delivering exceptional sales and service support to members, the front-line sales team, and Logix Financial Consultants.

Requirements

0-3 years of banking, financial services, brokerage services or insurance experience.
Excellent oral & written communication skills
Working knowledge of the Microsoft Suite of office products.
Knowledge of or the ability to quickly grasp insurance laws and regulations while keeping continually abreast of new changes is a must.
Must be detail oriented and have the ability to work in a deadline driven environment.
FINRA Series 7 and Series 66 licenses to be achieved based on timeline directed by management, if applicable.
CA Life license and/or property/casualty license to be achieved based on timeline directed by management, if applicable.
Bilingual Spanish preferred.

Nice To Haves

Life license and/or property/casualty license preferred.
Brokerage and Insurance product processing is preferred.
Strong Excel skills a plus.

Responsibilities

Deliver the highest quality member service in person, over the phone, and via email.
Provide comprehensive sales and service support to internal and external customers, resolving complex matters promptly and professionally.
Maintain expertise in credit union insurance products (GAP, MMP, Debt/Cancellation, CPI Franklin Madison products) and the Property & Casualty program; identify opportunities for improvement and growth.
Cross-sell additional Credit Union products and services when appropriate.
Assist the Brokerage & Insurance Management team with evaluating, developing, and analyzing new insurance products to support revenue growth.
Support administration and billing of departmental insurance products.
Contact insurance carriers to verify vehicle loan coverage, obtain documentation, and update Logix and vendor databases as needed.
Reconcile brokerage and insurance general ledgers and prepare related reporting.
Partner with Marketing to execute campaigns in a timely and accurate manner.
Act as a liaison with vendor partners, ensuring all information, documentation, and databases remain current.
Stay current on industry trends, compliance requirements, and continuing education to support effective department management and member service.
Contribute to the achievement of departmental and individual goals.
Participate in special projects and perform additional duties as assigned.
Ensure compliance with all applicable regulatory laws and guidelines.
Collaborate effectively within the team and take ownership of assigned tasks.
Maintain reliable and punctual attendance, consistently reporting to work as scheduled.