Job Information
VERIDIAN CREDIT UNION VI - Agent Associate in Council Bluffs, Iowa
The VI Agent Associate works closely with agency producers and is proficient in multi-line capability. The position assists with sales and service where needed and as assigned.
- Creates excellent service experiences that promote the Veridian brand.
- Provide executive and administrative assistance to the agency manager and develop proficiencies in the agency management system.
- Maintain multi-line licensure, in order to provide assistance to all lines of business: personal, commercial, life and health.
- Manage and maintain existing customer accounts including quotes and renewals, answering questions, processing requested changes, and updating records in the agency management systems.
- Participate in meetings with prospects, serving as a point of contact as needed.
- Review customer, policy and claim information for accuracy, appropriateness, searching for additional coverage options and opportunities.
- Determine cross selling opportunities with clients and referring said opportunities to appropriate Veridian personnel.
- Represent Veridian in a positive light in all professional duties. Develops potential referrals and sales of Veridian products and services via personal and professional contacts.
- Contribute positively to team effort by consistently achieving established goals and expectations.