Union Insurance Brokers Jobs (NOW HIRING)

Reports to: Varies by location

Functions Supervised: Branch Services and Staff

Primary Functions: In this role, you will spearhead branch performance, drive portfolio management and sales growth, and exceptional employee and member experience. As the branch leader driving execution and delivering results, you will leverage inspirational leadership, foster collaborative partnerships, and implement sound operational practices to establish and maintain a strong member centric culture. You will inspire, empower, and develop your team as both a leader and a coach, helping them achieve individual and collective performance and sales goals through innovative, needs based solutions that deliver meaningful value to members. To succeed, you must communicate business priorities with clarity and energy, enabling your team to execute confidently while elevating service excellence, deepening member relationships, and driving long term, sustainable growth.

Duties and Responsibilities:

1. Act as liaison between Global Credit union and military Commanders or their designated representatives at their respective military community advising both on programs and activities that may affect branch operations. 
2. Responsible for the operation and maintenance coordination of the Automated Teller Machines (ATM's) at their duty site. This activity includes coordinating maintenance actions, transfer/loading, accountability of funds and transaction reporting. 
3. Lead the Team: Translate business objectives into clearly defined, branch-level priorities with individualized action plans; direct and oversee activities to consistently exceed targets.
4. Coach & Mentor: Provide regular observational feedback and structured monthly 1:1s; specifically coaching the Assistant Branch Manager to drive service and sales excellence.
5. Elevate Member Experience: Guide the team to deepen relationships via needs-based conversations, tailored solutions, and education on alternative channels.
6. Grow the Business: Monitor market trends and competitor offerings; activate and maintain strong internal partnerships (Insurance Brokers, Home Loans, Business/Commercial Services, Retirement & Investment Services) to deliver comprehensive solutions.
7. Resolve Issues: Use strong communication and problem-solving skills to address member and personnel concerns quickly and constructively.
8. Community Engagement: Plan and execute outreach, events, sponsorships, and education that align with GCU’s mission and values.
9. Manage Personnel: Hire, onboard, evaluate, and develop team members; foster a collaborative environment that encourages unity, teamwork, and encourages diverse ideas that support Global’s mission, vision and values.
10. Maintain Compliance and Operations: Adhere to all regulatory requirements; understand all policies/procedures and exercise sound judgment as appropriate. Ensure facility maintenance and supply inventory meet standards.
11. Call Center Support: Support Member Service Center overflow activities and ensure schedule adherence.
12. Member Experience & Efficiency: Achieve member satisfaction and retention through empathetic, personalized service at every interaction. Promote digital adoption, strive for first contact resolution, lobby management, and call handling performance.
13. Portfolio, Acquisition & Retention: Meet/exceed branch production goals on deposits and loans; drive net new deposits, memberships, and shares, while expanding multi product households. Minimize attrition through proactive retention and advance Personal Lines Insurance quote & bind outcomes.
14. Talent & Culture: Build a diverse pipeline, implement coaching plans, and develop team members to meet evolving business needs; maintain a safe, inclusive workplace with high morale.
15. Operational Integrity: Ensure full compliance with policies and regulatory requirements; uphold and maintain strong asset controls (security, cash/negotiables, General Ledger (GL) accounts) and schedule adherence for Member Service Center overflow calls.
16. Community Impact: Serve as a visible brand ambassador—cultivate relationships with local businesses and civic organizations, lead financial literacy efforts, execute member and community events, convert qualified leads, and drive business development to expand awareness, drive growth and adoption of GCU solutions.
17. Other Duties: Perform additional responsibilities as assigned.

Education: Bachelor’s degree in Business Administration or related field.

Creditable Experience in Lieu of Education: Two years of sales management experience in retail or branch banking, with a track record of meeting sales goals and driving member satisfaction in a high-volume environment.

Experience/Skills: Demonstrated ability to coach and develop teams to excellence in sales, service, and operational integrity. Strong interpersonal communication, confidence, and ability to multitask effectively. Experience in retail banking, talent sourcing, and assessment. Experience leading in a digital-forward environment. Ability to lift up to 25 lbs. as needed. Obtain and maintain applicable state Personal Lines Insurance licenses to quote and bind products and meet established quote and issue goals.

Tenure: Assignment to Branch Manager I (Category 09), or Branch Manager II (Category 08), is determined by organizational needs, market, education and experience. Advancement requires management recommendation and will be based on certifications and/or performance.

Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
• Click here to view Global’s comprehensive Benefits Programs

Equal Opportunity Employer

GDPR Privacy Notice