Job Description:

Role:

The primary purpose of this position is to provide insurance based product and service solutions to our credit union membership, select employer groups (SEGs) and the general public.




The Insurance Agent will be familiar with all EAS insurance lines and be primarily responsible for the following product areas:


-Property & Casualty



Essential Functions & Responsibilities:

N	40%	Counsel clients and prospects on matters of their personal insurance coverage. Provide solutions through the sale of Auto, Home, Life and other insurance products.
N	25%	Build relationships with existing clients to facilitate the retention of our book of business.
N	20%	Provide quality customer service to all clients and prospects with a high level of accuracy, efficiency and consistency. Perform administrative tasks, such as properly completing applications and maintaining records.
N	10%	Maintain and improve working environment by utilizing team and communication skills. Support Empower Federal Credit Union's culture by participating in training, marketing and Credit Union Committee activities.
N	5%	All other duties assigned.

Performance Measurements:

1.	See Dayforce for Performance Goals

Knowledge and Skills:

Experience	Three years to five years of prior successful insurance sales experience or an equivalent combination of education and experience. Licensing: Current New York State Personal Lines Property and Casualty Insurance License or begin the licensing process as determined by the Insurance Manager. New York State Life/Accident/Health Insurance License may be required as determined by the Insurance Manager. Continuing Education requirements are mandatory in order to maintain licensing.
Education	(1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Interpersonal Skills	Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills	Communication Skills: Excellent communication and listening skills to build rapport with prospects and clients. Demonstrated persuasion and negotiation skills. Speech clarity to convey complex information in terms the client can understand. Organizational Skills: Time management skills to coordinate and prioritize multiple daily tasks. Analytical Skills: Demonstrate an aptitude for billing, figures and calculations. Strict attention to detail and a high level of organization. Ability to understand complex coverage information and underwriting guidelines. Ability to understand a wide range of products and their specific uses. Ability to analyze data and information. Ability to learn multiple carriers product lines, guidelines, and navigate their different websites and procedures. Technical Skills: General office computer and insurance industry software proficiency is required. Ability to learn and use multiple software tools are essential. Other: Professional appearance and a willingness to work flexible hours are required.
Physical Requirements	PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to sit for long periods at a time, use hands to finger, handle, or feel, and talk or hear. The employee is occasionally required to walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds.
Work Environment	The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Empower Federal Credit Union (EFCU) and its affiliated companies know employees are our greatest asset. We take pride in our commitment to member service, teamwork, and excellence. We offer employees a work environment designed to encourage personal and professional development.




Empower Federal Credit Union is an equal opportunity employer and does not discriminate on the basis of any legally protected status or characteristic. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran. Our equal employment opportunity policy statement, the EEO is the Law Poster and Supplement, and Pay Transparency Nondiscrimination Provision reaffirm our commitment.




Empower Federal Credit Union is committed to equal opportunity for all, without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. Empower Federal Credit Union will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business. If you are interested in applying for an employment opportunity and feel you need a reasonable accommodation pursuant to the ADA, please contact us

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