Insurance Agent **Dupaco Community Credit Union** 1 Positions ID: INSUR002762 Posted On 02/14/2025 **Job Overview** Dupaco Community Credit Union has an exciting opportunity to join our growing team as an Insurance Agent! We exist to build a brighter community for all and to help our members build a life worth loving. In addition to these foundational beliefs, the Insurance Agent is responsible for building relationships with and protecting both existing and new insurance clients through recommendations and quotes for appropriate insurance coverage. \#DupacoDifference. https://www.youtube.com/watch?v=Oy\_rZxNXcC8 **What You’ll Do:** + Acquire new clients through various avenues such as: internal cross sale system, networking, and client referrals. + Assist with managing insurance quotes and servicing complex insurance situations (ie. multiple lines). + Build relationships with and provide education for various departments throughout the credit union to increase quality insurance referrals. + Ensure the development, with insurer’s recommendations, and options to adequately and economically meet clients’ insurance needs. + Meet with clients to explain coverage and endorsement options, recommend appropriate levels of coverage, and develop policies based on their decision. + Maintain a solid book of business for existing clients and grow new business base through a range of networking and sales tactics, including networking and prospecting for potential customers to effectively articulate the company’s competitive advantage and new products. + Remain educated on all insurance coverage provisions, the overall insurance industry, regulations, and pertinent legislation to ensure customers understand their coverage terms and insurance services in the process and maintain compliance with all relevant statutory and industry requirements and codes. + Deliver a high level of personal attention to prospective and existing customers, personally visiting them to follow up as needed, and provide coaching management on commercial insurance policy options upon request. + Develop and present risk management assessments to advise clients on ways to minimize and avoid claims, discuss potential claims with client, and work towards a timely and favorable claim settlement. + Assist with ongoing servicing of client accounts by keeping clients appropriately informed of all matters related to insurance including policy reviews to ensure recommended coverage is still appropriate. + Monitor and maintain client service standards to assure client satisfaction and retention. **What You’ll Need** : + Bachelor’s Degree in related field or equivalent experience in insurance industry + 1+ year of insurance servicing or agent experience, preferred. + Acquire and maintain insurance specific license or other designation (CIC, CISR, etc.) + Excellent listening, verbal and written, and presentation skills. + Ability to prioritize, organize time, and to work independently. + Excellent computer skills + Must maintain confidentiality in all credit union matters. Primary Contact 114365 Matt Hostert Senior Recruiting Specialist, Human Resources 563-557-7600, ext. 2564 Phone Phone Phone Fax mhostert@dupaco.com Email True False True **Job Details** Categories Banking/Mortgage/Financial Services Location Dubuque, IA Job Type Employee Full/Part Full Time Company ID 986 Job REQ # INSUR002762 \# Positions 1 Start Date 20250214 End Date 20250325 Featured Job TH Ad TH Comments **Similar Jobs** Purchasing Agent Sedona Staffing Services Insurance and Billing Coordinator Express Employment Professionals **Share this Job** Dupaco Community Credit Union **About the Company** Dupaco Community Credit Union is a not-for-profit financial cooperative. When we help our members save money—with a savings account, lower loan rates, fewer service fees, low-cost insurance, financial education and more—we help grow the whole credit union. It’s people helping people. Learn more about us at www.dupaco.com (https://www.dupaco.com/about/) . **A Dupaco career is different.** We’re a diverse crew of caring, passionate, and fun-loving people who work together toward a higher purpose- to always look out for our members’ best interests. That promise is at the center of everything we do. And we have plenty of career opportunities for thoughtful, genuine, and motivated people who can help us deliver. Our culture is built to empower and inspire you every single day. When you get here, you’ll know that your voice is valued and heard. And you’ll find new and unique ways to make a positive impact just by being you. See more perks you'll love (https://www.dupaco.com/about/dupaco-careers/) _Dupaco Community Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sex, age, sexual orientation, gender identity, status as a protected veteran, or status as a qualified individual with disability._