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PRIMARY FUNCTION:
Insurance is a fundamental product for the financial stability of our members. The Insurance Specialist position plays a critical role in our members financial success by fulfilling their foundational need for proper insurance coverage. This position actively identifies the financial needs of the members of Notre Dame Federal Credit Union and seeks out opportunities to meet their insurance needs, while referring other needs to appropriate partners. This position will serve as primary point of contact for current and potential members for insurance product questions and applications through phone calls, emails, and online applications. This position will initiate outbound calls and emails in order to strengthen relationships with members, and increase our overall share in the market. This position will actively seek referrals and follow up on new leads while identifying sales prospects. This position will actively contribute to the achievement of both individual and Mission Insurance departmental goals while achieving member satisfaction, revenue generation, and establishing long-term member relationships.
ESSENTIAL DUTIES & RESPONSIBILITIES :
This position must effectively carry out the essential duties of this position in a manner that consistently demonstrates the core values of Notre Dame Federal Credit Union in a positive manner. The duties identified below are the essential functions of the position and other duties may be assigned.
SUPERVISORY RESPONSIBILITIES:
No requirement.
PERFORMANCE STANDARDS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. This position will require the knowledge to effectively process all consumer insurance applications and analyzes insurance products in order to attain the goals and objectives of the Credit Union. A professional appearance and attitude is required. In addition, such persons must be able to generate and process applications in a timely manner.
Other
Banking
$54k-69k (estimate)
01/11/2024
05/10/2024
notredamefcu.com
ROSELAND, IN
100 - 200
1941
TOM GRYP
$10M - $50M
Banking
The job skills required for Insurance Specialist include Initiative, Life Insurance, Problem Solving, AML, etc. Having related job skills and expertise will give you an advantage when applying to be an Insurance Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Insurance Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Insurance Specialist positions, which can be used as a reference in future career path planning. As an Insurance Specialist, it can be promoted into senior positions as an Enrollment & Billing Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance Specialist. You can explore the career advancement for an Insurance Specialist below and select your interested title to get hiring information.
If you are interested in becoming an Insurance Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Insurance Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Insurance Specialist job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Insurance Specialist jobs
Understand the General Requirements.
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Step 3: View the best colleges and universities for Insurance Specialist.