Insurance Sales Associate

Insurance Sales AssociateCitadel offers a full line of insurance services designed to meet the needs of our membership. The Insurance Sales Associate serves as a trusted advisor and primary resource for members seeking auto and home insurance coverage. This role focuses on providing exceptional service, educating members on coverage options, and driving insurance sales.The Insurance Sales Associate serves as the first point of contact for insurance leads submitted by branch staff and is responsible for supporting sales and service activities across insurance products.

The Insurance Sales Associate will assist with Medicare sales processes, handle client inquiries, and act as a liaison between members and insurance carriers.This role will partner with the Insurance Division VP to support branch education and engagement. This role focuses on providing exceptional service, educating members on coverage options, and driving insurance salesResponsibilitiesProactively manage and prioritize sales leads, leveraging referrals, and outbound strategies to generate new business.Prepare and deliver home and auto insurance quotes using carrier platformsEducate members on insurance coverage and make recommendations based on their needs.Develop and facilitate training sessions for branch employees and other Citadel personnel on insurance offerings, referral best practices, and compliance standards.Act as liaison between members and insurance carriers to resolve issuesSupport Medicare sales by assisting with scopes of appointments, lead management, and client inquiries during open enrollmentCultivate relationships with insurance carriers and vendors to enhance product offerings and service capabilities.Responsible for intake assessment during open enrollment, gather member information (prescriptions, doctors)Learn and utilize insurance systems, quoting tools, and CRM platformsMaintain accurate records and ensure timely follow-up on all leads and service requestsQualifications and Education Requirements5 years of insurance, sales, or customer service experience requiredProperty & Casualty license requiredAccident, Health, and life licenses preferredExperience working with insurance carriers or financial services a plusCollege degree preferredAdditional Skills/NotesExcellent verbal and written communication skillsStrong customer service and relationship management skillsAbility to manage multiple priorities in a fast-paced environmentStrong organizational and problem-solving abilitiesAbility to learn and adapt to new systems and platformsEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.