General Purpose: Perform necessary functions to assist the BHFCU Insurance Services Insurance Agents in reviewing, analyzing, preparing, and servicing insurance policies and quotes for clients and prospects.

Essential Duties/Responsibilities

1. Communicate quotes and statements to clients regarding policies, cost, consequences and obligations.
2. Contact prospective and/or existing clients to arrange meetings, answer general questions about insurance, request permission to send literature, and gather all necessary information.
3. Keep records of interactions with clients and transactions and any follow-up.
4. Store and save information in insurance software.
5. Contact new and existing clients with follow-up letters. Prepare and complete monthly marketing mailings to clients.
6. Assist with marketing, client, credit union staff, product communication, and report generation for BHFCU Insurance Services.
7. Order and maintain supplies of sales literature, forms, prospectuses, and assorted sales and business aids.

Other Duties/Responsibilities

1. Perform all clerical duties as needed by the BHFCU Insurance Services Manager.
2. Perform other duties as may be assigned by the Manager.

Job Qualifications (Knowledge)

1. Working knowledge of BHFCU Insurance Services products and services.
2. Working knowledge of organization's policies/procedures and BHFCU Insurance Services service philosophy.
3. Working knowledge of safety and security program for false alarms, robberies, bomb threats and extortion.
4. Working knowledge of BHFCU Insurance Services computer system.

Job Qualifications (Skills)

BHFCU Insurance Services is committed to working with its employees to reasonably accommodate them with the physical aspects of the position. The following list outlines the physical considerations that are normally encountered in this job.

1. Vision: A sighted person to effectively review documents.
2. Speech/Hearing: Ability to communicate verbally and in writing with staff, members and vendors.
3. Manual Dexterity: Ability to perform necessary computer-related input.
4. Physical Mobility: Limited mobility required. Requires the ability to work flexible hours.

Job Qualifications (Ability)

1. Ability to interact positively with co-workers, management, and the public to promote a team effort and maintain a positive attitude even under extreme pressure.
2. Ability to produce a high volume of work in a timely manner which is accurate, complete and of high quality.
3. Ability to express oneself, clearly and concisely, both orally and in writing.
4. Ability to prepare and maintain confidential records and reports.
5. Ability to answer queries and convey company policies.

Job Qualifications (Education/Experience)

Job requires a high school level of language, math and reasoning skills. Two years experience in a related field with equal responsibilities is acceptable. Formal training should be supplemented with continuing education. Licensing in Property & Casualty is required, preferred licensing in Life and Health as well.

Working Conditions

Material and Equipment Involved

· Personal Computer · Various Software

· Internet

Work Environment/Physical Activities

Job requires limited physical effort. It is basically a desk assignment. The job calls for a high degree of mental concentration to interpret and act upon a wide range of situations. The job requires a high degree of attention to details.

Black Hills Federal Credit Union is an equal opportunity employer. All applicants will receive consideration without regard to age, race, color, sex, sexual orientation, genetic information, religion, national origin, disability, veteran status, or any other status or condition protected by state or federal law. BHFCU will provide reasonable accommodation to qualified persons with a disability but who are otherwise able to perform the essential functions of the job.