Insurance Sales Agent I

A partner company is seeking an Insurance Sales Agent I for their Battle Ground, WA branch. This is a full-time, on-site position offering a competitive salary range and a commission structure. The position involves advising clients on insurance policies and cross-selling based on identified needs, directly impacting the core purpose of improving members' financial lives. The work schedule is Monday through Friday, 8:30 am to 5:00 pm.

Responsibilities

• Advise, service, and cross-sell insurance policies to protect individuals and businesses from financial loss.
• Seek out new clients and develop clientele through referrals, networking, marketing, cold-calling, and lead databases.
• Adhere to rules and regulations outlined by various insurance companies and the Washington State Insurance Commissioner.
• Customize insurance programs to suit individual clients, covering various risks.
• Interview prospective clients to obtain data about their financial resources and needs, as well as discuss existing coverage.
• Explain features, advantages, and disadvantages of various policies to promote the sale of insurance plans.
• Obtain price quotes and process applications, matching policies for clients with companies that offer the best rates and coverage.
• Calculate premiums and establish payment methods.
• Issue binders as requested by mortgagees and loss payees on behalf of member customers.
• Call on policyholders to deliver and explain policies, analyze insurance programs, and suggest additions or changes.
• Inspect property to determine insurance risk and examine general conditions.
• Process and monitor insurance claims in a timely manner, ensuring fair settlements for both the client and insurer.
• Perform administrative tasks such as maintaining records, handling policy renewals, and processing payments.
• Develop working relationships with branch staff and provide feedback on referrals and appointments.
• Assist with business development and sales generation through target marketing, seminars, branch displays, newsletters, and member referrals.
• Provide on-going support to insurance clients as needed.
• Complete continuing education requirements and maintain an active insurance license.
• Conduct branch-level product and referral training sessions as needed.
• Demonstrate strong regulatory knowledge applicable to this position.
• Actively participate in the Email Security Awareness Program.

Requirements

• One to three years of similar or related experience.
• High school diploma or GED.
• Property & Casualty License.
• Life & Health License.

Benefits

• Base Pay $4,811.14 + Commission per month
• The company pays 100% of monthly medical, dental, and vision premiums for you and your dependent children.
• The company matches up to 5.5% of your 401(k) retirement contributions.
• 11 paid holidays plus vacation and sick time accruals.
• Paid volunteer opportunities and a Cultural Enrichment Day.
• Student loan repayment match up to $100 per month.
• Tuition reimbursement and annual match for nonprofit giving.

The company is an equal opportunity employer and values diversity and inclusion in the workplace.