Brokerage and Insurance Sales Representative-Hybrid

The Brokerage and Insurance Sales Representative is responsible for processing and cross-selling brokerage and insurance products while delivering exceptional sales and service support to members, the front-line sales team, and Logix Financial Consultants.

Deliver the highest quality member service in person, over the phone, and via email.
• Provide comprehensive sales and service support to internal and external customers, resolving complex matters promptly and professionally.
• Maintain expertise in credit union insurance products (GAP, MMP, Debt/Cancellation, CPI Franklin Madison products) and the Property & Casualty program; identify opportunities for improvement and growth.
• Cross-sell additional Credit Union products and services when appropriate.
• Assist the Brokerage & Insurance Management team with evaluating, developing, and analyzing new insurance products to support revenue growth.
• Support administration and billing of departmental insurance products.
• Contact insurance carriers to verify vehicle loan coverage, obtain documentation, and update Logix and vendor databases as needed.
• Reconcile brokerage and insurance general ledgers and prepare related reporting.
• Partner with Marketing to execute campaigns in a timely and accurate manner.
• Act as a liaison with vendor partners, ensuring all information, documentation, and databases remain current.
• Stay current on industry trends, compliance requirements, and continuing education to support effective department management and member service.
• Contribute to the achievement of departmental and individual goals.
• Participate in special projects and perform additional duties as assigned.
• Ensure compliance with all applicable regulatory laws and guidelines.
• Collaborate effectively within the team and take ownership of assigned tasks.
• Maintain reliable and punctual attendance, consistently reporting to work as scheduled.

Education

• 4 Year / Bachelors Degree Preferred

Experience

• 0-3 years of banking, financial services, brokerage services or insurance experience.

Disclaimer

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.