What are the responsibilities and job description for the Personal Lines Insurance Sales position at LMCU?
About this position:
The Insurance Sales position is responsible for assisting their manager in coordinating and providing member services to the company's Personal Lines members.
The role of the Personal Lines Account Executive is to assist the Agency VP in coordinating and providing customer service to the company's clients. The Personal Lines Account Executive will act as a liaison between the Insurance Agency and our personal line members. This role will be responsible for assisting in the collection of an in-depth understanding of client business goals and objectives, the market and competitive challenges and learn about the competition and their products. The Personal Lines Account Executive will also work with the LMIA Staff to create innovative solutions that contribute towards achieving set goals.
What you’ll do:
We’re proud of our past, thrilled with our present, and couldn’t be more excited about our future! Lake Michigan Credit Union has grown to become one of the largest credit unions in the nation with our headquarters in West Michigan.
As a credit union, LMCU is a not for profit institution, owned by its members, instead of corporate stock holders. We are accountable directly to our members, and they directly share in our success – benefitting by lower and fewer fees, better savings and checking interest rates, lower cost mortgages and a host of other advantages that simply don’t exist at traditional banks.
It’s about always doing what’s best and right for our members - it guides everything we do.
From friendly, knowledgeable and professional employees who greet you by name, to offering stellar value at every turn, LMCU works for its members.
Working with LMCU you can grow and advance in your career and work with talented teams that help you become better each and every day. As an employee you can have confidence in knowing your work is having an impact by supporting our mission of serving our members’ lifetime financial needs.
You’ll be encouraged to innovate and excel and we're committed to your empowerment as an employee, providing ongoing training, development, support, and opportunities for you to achieve your career goals.
Have additional questions about the role?
You may email us at: Careers@lmcu.org.
If you lack access to the internet or internet connectivity, or have a disability that hinders your ability to apply online, please choose one of the following options to obtain assistance:
Call us at: (616) 242-9790
Mail your resume to: 5664 Prairie Creek Drive, Caledonia, MI 49316
Please Note: These options are reserved for use by individuals requesting an accommodation as a candidate. Information received via these options will be routed to our HR team, who will provide appropriate assistance to facilitate the completion of LMCU’s online application
LMCU is an Equal Opportunity Employer
The Insurance Sales position is responsible for assisting their manager in coordinating and providing member services to the company's Personal Lines members.
The role of the Personal Lines Account Executive is to assist the Agency VP in coordinating and providing customer service to the company's clients. The Personal Lines Account Executive will act as a liaison between the Insurance Agency and our personal line members. This role will be responsible for assisting in the collection of an in-depth understanding of client business goals and objectives, the market and competitive challenges and learn about the competition and their products. The Personal Lines Account Executive will also work with the LMIA Staff to create innovative solutions that contribute towards achieving set goals.
What you’ll do:
- Communicates with members by phone and/or in person and receives information.
- Responds to normal account servicing needs during policy year, including endorsements, certificates, binders, auto ID cards, filings, etc.
- Reviews and coordinates renewal of assigned accounts with Manager.
- Maintain organized account fi les with proper documentation.
- Negotiate or assist in negotiating premiums for renewal.
- Process account billings, verify accuracy of premiums and commissions.
- Responsible for adhering to and complying with all applicable federal and state laws, regulations and guidance, adhering to Bank policies and procedures, and completing required training.
- Prepares proposal of final coverages for customers.
- Performs other job related duties as assigned.
- A minimum of one year up to three years of similar or related experience, including preparatory experience.
- A high school degree or equivalent. College degree is preferred.
- Attention to detail is a critical component of the position.
- A significant level of trust, credibility and diplomacy is required.
- Strong communication skills, both in verbal and written form.
- Ability to interpret insurance documents.
- Ability to communicate effectively with both internal and external members.
- Experience in MS Outlook, Excel and Word.
- Regular use of core banking software.
- State property and casualty license required.
- Must have general certificate of insurance and fulfill continuing education requirements to retain license.
- Weekly Pay
- Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and vision
- Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA)
- Retirement options like 401 (k) with company match.
- Paid time off: Vacation, Personal days, paid holidays, paid volunteer time, sick days, & flex time.
- Tuition reimbursement
- To see a full list of our benefit offerings – check out this helpful guide!
We’re proud of our past, thrilled with our present, and couldn’t be more excited about our future! Lake Michigan Credit Union has grown to become one of the largest credit unions in the nation with our headquarters in West Michigan.
As a credit union, LMCU is a not for profit institution, owned by its members, instead of corporate stock holders. We are accountable directly to our members, and they directly share in our success – benefitting by lower and fewer fees, better savings and checking interest rates, lower cost mortgages and a host of other advantages that simply don’t exist at traditional banks.
It’s about always doing what’s best and right for our members - it guides everything we do.
From friendly, knowledgeable and professional employees who greet you by name, to offering stellar value at every turn, LMCU works for its members.
Working with LMCU you can grow and advance in your career and work with talented teams that help you become better each and every day. As an employee you can have confidence in knowing your work is having an impact by supporting our mission of serving our members’ lifetime financial needs.
You’ll be encouraged to innovate and excel and we're committed to your empowerment as an employee, providing ongoing training, development, support, and opportunities for you to achieve your career goals.
Have additional questions about the role?
You may email us at: Careers@lmcu.org.
If you lack access to the internet or internet connectivity, or have a disability that hinders your ability to apply online, please choose one of the following options to obtain assistance:
Call us at: (616) 242-9790
Mail your resume to: 5664 Prairie Creek Drive, Caledonia, MI 49316
Please Note: These options are reserved for use by individuals requesting an accommodation as a candidate. Information received via these options will be routed to our HR team, who will provide appropriate assistance to facilitate the completion of LMCU’s online application
LMCU is an Equal Opportunity Employer