Manager Insurance Sales

at UICCU dba GreenState Credit Union in Naperville, Illinois, United States

Job Description

The Manager Insurance Sales focus is on assisting in expanding the reach of GreenState Insurance by coaching, mentoring, and selling alongside new employees in key growth markets. This dynamic position drives results within the Personal Lines and Life space by coaching and mentoring new insurance associates the GreenState way and championing results all while maintaining status as a high producer within the agency. This position is responsible for and will help maximize effectiveness of the Insurance Associates by determining and solving training needs and selling alongside them in the field.

GREENSTATE CULTURE:

At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.  

This is an on-site opportunity based out of either our Naperville or Rockford location. 

Salary range for this position is $92,168.96 - $107,756.22 with a progressive benefit package. 

Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.

1. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
2. Demonstrates a positive member service (internal and external) focus at all times.
3. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
4. Ensures confidentiality of member information.
5. Supports a diverse and inclusive work environment.
6. A sales leader mentoring and coaching new associates within their given region.
7. Completes and coordinates new hire mentorship and training along with leadership team for new hires within region.
8. Ensures new hires are taking the “GreenState Approach” to writing strong Personal Lines business both upholding standards and cross selling accounts.
9. Identifies opportunities to promote GreenState Credit Union products to assist and enrich client relationships where appropriate.
10. Coaches’ new hire associates on prospecting and building new book of business from Branch recommendations, call-ins, web marketing and CU prospecting.
11. Shadows calling and initial consults with new hires to ensure new hire effectiveness.
12. Develops, implements, and modifies training programs for new hire sales associates.
13. Identifies talent, proactively recruiting insurance associates for expansion of territory.
14. May assist in developing new training courses associated with the introduction of new products or services from carrier partners.
15. Maintain relationships with carrier partners.
16. Maintains high production growing and expanding personal book of business.
17. Coaches and lives values of GreenState Insurance.
18. Works to assist in facilitation of CU connections and maintain relationship within the branches both personally and with new hire associates.
19. Provides fe
    
    
    
    Equal employment opportunity, including veterans and individuals with disabilities.
    
    

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