Manager Insurance Sales

Position Summary

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. 

Essential Duties and Responsibilities

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

Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.

Demonstrates a positive member service (internal and external) focus at all times.

Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.

Ensures confidentiality of member information.

Supports a diverse and inclusive work environment.

A sales leader mentoring and coaching new associates within their given region.

Completes and coordinates new hire mentorship and training along with leadership team for new hires within region.

Ensures new hires are taking the “GreenState Approach” to writing strong Personal Lines business both upholding standards and cross selling accounts.

Identifies opportunities to promote GreenState Credit Union products to assist and enrich client relationships where appropriate.

Coaches’ new hire associates on prospecting and building new book of business from Branch recommendations, call-ins, web marketing and CU prospecting.

Shadows calling and initial consults with new hires to ensure new hire effectiveness.

Develops, implements, and modifies training programs for new hire sales associates.

Identifies talent, proactively recruiting insurance associates for expansion of territory.

May assist in developing new training courses associated with the introduction of new products or services from carrier partners.

Maintain relationships with carrier partners.

Maintains high production growing and expanding personal book of business.

Coaches and lives values of GreenState Insurance.

Works to assist in facilitation of CU connections and maintain relationship within the branches both personally and with new hire associates.

Provides feedback directly to SVP/President of Insurance around effectiveness of new hire associates within given region.

Assist in maintaining regional book of business – maintain contact with key clients and Credit Union leadership throughout region.

Manage agency book rolls - overseeing carrier, member and employee performance.

Reports on team performance and book roll performance back to agency Leadership Team.

Reports on individual progress and identifies additional training needs.

Sits in on and offers feedback within the hiring process of new associates within a given region.

Is visible within GreenState community

Job Requirements/Expectations

Bachelor's degree in Sales and Marketing, Finance or a related field is required.

3-7 years Insurance experience (preferably at independent brokerage)

Leadership experience preferred.

Property, Casualty, Life and Health Insurance license required.

Provides leadership, coaching, and/or mentoring to a subordinate group.

High energy, sales focused and excellent interpersonal skills to represent the credit union in a positive and professional manner.

Possesses comprehensive knowledge of subject matter.

Ability to coordinate and prioritize work assignments and organize work efficiently. Mustdemonstrate good time management skills to meet established deadlines.

Accuracy and attention to detail.

Proficiency with related computer applications, spreadsheets, word processing, and database applications.

Proven relationship building skills and techniques.

Must be initiative-taking, exercise sound judgment, and be able to work independently.

Ability to maintain composure, and problem solve as they arise.

Ability to develop and maintain positive and effective working relationship.

Ability to work with minimal direction and exercise sound judgment.

Handles complex issues and problems and refers only the most complex issues to higher-level staff.

Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.

Performs work under minimal supervision.

Reporting Relationship

Reports to VP GreenState Insurance.

Supervisory Responsibilities

This position is responsible for the supervision of others.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID