Oak Tree Insurance Agency

Description

JOB STATUS: Non-Exempt

REPORTS TO: AVP of Insurance Services

SUPERVISES: None

WHO WE ARE: At Oak Tree Insurance Agency, a service organization of Central One Federal Credit Union, we are committed to delivering exceptional service, building lasting relationships, and protecting what matters most to our clients. As an award-winning independent insurance agency proudly serving all of MA, we believe our success is rooted in our core values: integrity, teamwork, professionalism, responsiveness, and genuine care for our clients and community. We strive to provide personalized insurance solutions, act as trusted advisors, and create an environment where employees, clients, and community members feel valued, supported, and respected. Every member of our team is dedicated to making a positive difference one conversation, one policy, and one relationship at a time. 

PRIMARY FUNCTIONS: Assist existing and potential clients with all insurance needs. Perform day to day responsibilities and duties. This position requires the employee to work in office.

DUTIES and RESPONSIBILITIES:

1. Work directly with existing and potential clients to satisfy all insurance needs.

2. Provide quoting and processing of endorsements and new business applications.

3. Answer inbound phone calls, emails and faxes to ensure information is provided in a timely manner.

4. Review policies with insured both on the phone and in person.

5. Offer complete reviews and point out concerns and downfalls of the insured's current policies can't beat the price of the current policy.

6. Account rounding and up-selling policies.

7. Turn around all quotes and endorsements within a 24-to-48-hour period.

8. Review and process remarkets keeping with a 30 day in advance timeline, including the pulling and documenting of any necessary reports.

9. Complete all new business applications, registry paperwork and process billing as needed to back up Senior Insurance Service Representative and Director

10. Contribute to high Member Satisfaction scores through superior service and follow up.

11. Adhere to sales goals set in place by manager.

12. Stay current on job-related equipment, procedures, CEU credits and/or information by reading handouts/memos, attending meetings, classes, seminars and other necessary means.

13. Adhere to all applicable Credit Union policies, procedures and regulations.

14. Participate in special projects and community activities, as needed.

15. All other duties and responsibilities as directed

16.  Property and Casualty license required within 30 days - Oak Tree insurance will pay for all licensing costs.   

Pay Range: $23.48 - $30.23 per hour commensurate with experience

Hybrid Work Arrangement: Upon completion of in office training, the employee will have the opportunity to work from home 1-2 days a week as staffing allows.

Requirements

Education: High School Diploma or equivalent required. MA property and casualty insurance license preferred, but willing to license.

Experience: 3 to 5 years of experience in an agency is preferred.

Skills: Analytical ability; ability to make decisions and do detailed work; ability to work efficiently and accurately in a fast-paced environment; skilled in the use of general office machines and computers; ability to sell, cross-sell and interact professionally face-to-face, on the telephone and through electronic means. Have a strong knowledge of the Registry of Motor Vehicles and Win Rater.

Traits: Capacity to work well with others, dependability, flexibility, initiative, resourcefulness, confidentiality, professionalism, excellent customer service skills, ability to multi-task.

Equal Employment Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.