As an Insurance Agent for Virginia CU Insurance Services (VACUIS), your primary role is to sell ... Client & Partner Relationship Management: * Build and maintain strong relationships with clients to ...
As an Insurance Agent for Virginia CU Insurance Services (VACUIS), your primary role is to sell ... Client & Partner Relationship Management: * Build and maintain strong relationships with clients to ...
As an Insurance Agent for Virginia CU Insurance Services (VACUIS), your primary role is to sell ... Client & Partner Relationship Management: * Build and maintain strong relationships with clients to ...
As an Insurance Agent for Virginia CU Insurance Services (VACUIS), your primary role is to sell ... Client & Partner Relationship Management: * Build and maintain strong relationships with clients to ...
Premium Auditor
Big Stone Gap, VA · On-site
... debt management and financial services. NEIS, LLC a leader in the insurance audit and loss control prevention industry since 1945 is seeking a Premium Auditor to grow our team. Premium Auditors ...
Quick apply
Premium Auditor
Big Stone Gap, VA · On-site
... debt management and financial services. NEIS, LLC a leader in the insurance audit and loss control prevention industry since 1945 is seeking a Premium Auditor to grow our team. Premium Auditors ...
Insurance Sales Agent
Virginia Beach, VA · On-site
$45K - $75K/yr
At Howard Hanna Insurance Services, we're not just building a sales team -- we're building a ... Manage leads, follow-ups, and pipeline activity with consistency * Work toward individual and ...
Quick apply
Insurance Sales Agent
Virginia Beach, VA · On-site
$45K - $75K/yr
At Howard Hanna Insurance Services, we're not just building a sales team -- we're building a ... Manage leads, follow-ups, and pipeline activity with consistency * Work toward individual and ...
Benefits Account Manager
Fairfax, VA · On-site
About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits ... We are seeking an experienced and client-focused Benefits Account Manager to manage the full ...
Benefits Account Manager
Fairfax, VA · On-site
About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits ... We are seeking an experienced and client-focused Benefits Account Manager to manage the full ...
Benefits Account Manager
Fairfax, VA · On-site +1
About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits ... We are seeking an experienced and client-focused Benefits Account Manager to manage the full ...
Benefits Account Manager
Fairfax, VA · On-site +1
About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits ... We are seeking an experienced and client-focused Benefits Account Manager to manage the full ...
Benefits Account Manager
Fairfax, VA · On-site +1
About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits ... We are seeking an experienced and client-focused Benefits Account Manager to manage the full ...
Benefits Account Manager
Fairfax, VA · On-site +1
About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits ... We are seeking an experienced and client-focused Benefits Account Manager to manage the full ...
Property & Casualty Producer
Fairfax, VA · On-site
About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits ... Qualifications and Requirements: * 3 or more years of experience in a sales or account management ...
Property & Casualty Producer
Fairfax, VA · On-site
About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits ... Qualifications and Requirements: * 3 or more years of experience in a sales or account management ...
About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits ... Qualifications and Requirements: * 3 or more years of experience in a sales or account management ...
About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits ... Qualifications and Requirements: * 3 or more years of experience in a sales or account management ...
Client Associate (Hybrid)
Virginia Beach, VA · On-site
$13.75 - $19/hr
The ideal candidate is detail-oriented, proactive, and experienced in managing commercial insurance accounts while balancing client service, coverage needs, and agency profitability. This position ...
Client Associate (Hybrid)
Virginia Beach, VA · On-site
$13.75 - $19/hr
The ideal candidate is detail-oriented, proactive, and experienced in managing commercial insurance accounts while balancing client service, coverage needs, and agency profitability. This position ...
Client Associate (Hybrid)
Virginia Beach, VA · Hybrid
$13.75 - $19/hr
... service activity. * Coordinate with carriers to manage claims intake, facilitate resolution, and oversee final audits, including any disputes. * Issue Certificates of Insurance and Evidences via ...
Client Associate (Hybrid)
Virginia Beach, VA · Hybrid
$13.75 - $19/hr
... service activity. * Coordinate with carriers to manage claims intake, facilitate resolution, and oversee final audits, including any disputes. * Issue Certificates of Insurance and Evidences via ...
Client Associate (Hybrid)
$13.75 - $19/hr
The ideal candidate is detail-oriented, proactive, and experienced in managing commercial insurance accounts while balancing client service, coverage needs, and agency profitability. This position ...
Client Associate (Hybrid)
$13.75 - $19/hr
The ideal candidate is detail-oriented, proactive, and experienced in managing commercial insurance accounts while balancing client service, coverage needs, and agency profitability. This position ...
Client Associate (Hybrid)
Virginia Beach, VA · On-site
$13.75 - $19/hr
The ideal candidate is detail-oriented, proactive, and experienced in managing commercial insurance accounts while balancing client service, coverage needs, and agency profitability. This position ...
Client Associate (Hybrid)
Virginia Beach, VA · On-site
$13.75 - $19/hr
The ideal candidate is detail-oriented, proactive, and experienced in managing commercial insurance accounts while balancing client service, coverage needs, and agency profitability. This position ...
Insurance and Financial Services Position - State Farm Agent Team Member
Marion, VA · On-site
$40K - $75K/yr
... manage the risks of everyday life, recover from the unexpected and realize their dreams. We are ... insurance and financial services needs, including: * Auto insurance * Home insurance * Life ...
Insurance and Financial Services Position - State Farm Agent Team Member
Marion, VA · On-site
$40K - $75K/yr
... manage the risks of everyday life, recover from the unexpected and realize their dreams. We are ... insurance and financial services needs, including: * Auto insurance * Home insurance * Life ...
Manage and service a book of business consisting of commercial lines clients. * Identify client needs and recommend appropriate insurance solutions. * Quote, bind, and issue new and renewal ...
Quick apply
Manage and service a book of business consisting of commercial lines clients. * Identify client needs and recommend appropriate insurance solutions. * Quote, bind, and issue new and renewal ...
Benefits Consultant
Fairfax, VA · On-site
About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits ... Manage the full client lifecycle, including onboarding, renewals, and ongoing relationship ...
Benefits Consultant
Fairfax, VA · On-site
About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits ... Manage the full client lifecycle, including onboarding, renewals, and ongoing relationship ...
About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits ... Manage the full client lifecycle, including onboarding, renewals, and ongoing relationship ...
About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits ... Manage the full client lifecycle, including onboarding, renewals, and ongoing relationship ...
Strong sales and customer service skills. * Previous experience in life insurance sales preferred. Flexible work from home options available. My team's mission is to help people manage the risks of ...
Strong sales and customer service skills. * Previous experience in life insurance sales preferred. Flexible work from home options available. My team's mission is to help people manage the risks of ...
Life Insurance Position - State Farm Agent Team Member
Alexandria, VA · On-site
$40K - $90K/yr
As a customer-oriented expert, you will market Life/Health insurance services and products to ... Our mission is to help people manage the risks of everyday life, recover from the unexpected and ...
Life Insurance Position - State Farm Agent Team Member
Alexandria, VA · On-site
$40K - $90K/yr
As a customer-oriented expert, you will market Life/Health insurance services and products to ... Our mission is to help people manage the risks of everyday life, recover from the unexpected and ...
Life/Health Insurance Position - State Farm Agent Team Member
Midlothian, VA · On-site
$64K - $82K/yr
... manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Midlothian, VA and help customers with their insurance and financial services needs ...
Life/Health Insurance Position - State Farm Agent Team Member
Midlothian, VA · On-site
$64K - $82K/yr
... manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Midlothian, VA and help customers with their insurance and financial services needs ...
Manager Pcf Insurance Services information
What is the difference between Manager Pcf Insurance Services vs Insurance Agent?
| Aspect | Manager Pcf Insurance Services | Insurance Agent |
|---|---|---|
| Certifications | Licenses required for insurance sales and management | State insurance license |
| Work Environment | Oversees teams, manages policies, and handles client accounts | Works directly with clients to sell and service insurance policies |
| Employer & Industry Usage | Insurance companies, brokerages, and agencies | Independent agents or agency employees |
While both roles involve insurance, a Manager Pcf Insurance Services typically oversees teams and manages policies within an organization, requiring management skills and licenses. An Insurance Agent focuses on selling policies directly to clients, often working independently or within agencies. The roles differ mainly in responsibilities and scope but share licensing requirements and industry context.
Full-time
Re-posted 22 days ago
Job description
Position Overview:
As an Insurance Agent for Virginia CU Insurance Services (VACUIS), your primary role is to sell insurance policies to individuals or businesses and provide guidance on insurance coverage options. Your job is to assess clients' insurance needs, explain policy details, and assist them in selecting the most appropriate coverage for their specific requirements. The position will provide prompt, efficient, high-quality service to insurance accounts in support of the agency's activities. The candidate for this position will be an employee of VACUIS, working onsite within VACU facilities.
Key Responsibilities:
Sales and Business Development:
- Generate leads through various channels, such as referrals, networking, and marketing campaigns.
- Present and explain insurance policies to clients, including coverage details, terms, and premiums.
- Customize insurance plans based on clients' needs, preferences, and budget.
- Close sales deals by effectively addressing client concerns, negotiating terms, and completing necessary paperwork.
Client & Partner Relationship Management:
- Build and maintain strong relationships with clients to foster customer loyalty and maximize retention.
- Conduct regular follow-ups with clients to ensure satisfaction, address any inquiries or issues, and provide ongoing support.
- Assist clients in filing insurance claims and guide them through the claims process, acting as a liaison between clients and insurance companies.
- Build and foster strong partnerships with external centers of influence and other sources of lead revenue.
Product Knowledge and Market Research:
- Stay up-to-date with insurance products, industry trends, and regulatory changes.
- Conduct market research to identify potential target segments and develop strategies to reach them effectively.
- Analyze clients' existing insurance policies to identify any coverage gaps or opportunities for additional policies.
- Obtain relevant insurance certifications and licenses as required by regulatory authorities.
Administrative Tasks:
- Maintain accurate and organized client records, policy documents, and other relevant paperwork in order to minimize the potential for E&O claims
- Coordinate with insurance underwriters to ensure timely policy issuance and renewal.
- Keep track of premium payments, policy renewals, and any policy modifications.
- Stay informed about the legal and regulatory requirements related to insurance sales and ensure compliance with them.
Qualifications and Requirements:
- Minimum 3 years' previous insurance industry experience required, or equivalent financial services/credit union experience from which comparable knowledge and abilities have been acquired
- Strong communication and interpersonal skills to effectively interact with clients and partners.
- Excellent sales and negotiation skills to close deals and meet sales targets.
- In-depth knowledge of various insurance policies, including auto, home, renter's, travel, umbrella and commercial insurance.
- VA Property & Casualty insurance license required
- Proficient computer skills; familiarity with Applied (Epic) Systems and its brands preferred.
- Attention to detail and accuracy in managing paperwork and documentation.
- Ability to work independently, prioritize tasks, and meet deadlines.
- Ethical conduct and adherence to legal and regulatory guidelines.
Physical Requirements:
- Occasional standing, walking, bending and stooping
- Must be able to sit at a desk for extended periods of time and use a computer
- Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
About Virginia Credit Union
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
501 - 1,000 Employees
Headquarters location
Richmond, VA, US
Year founded
1928