Insurance Advisor

GreenState Credit Union

Insurance Advisor

US-IL-Naperville

Job ID : 2025-4254

Type : Exempt Full-Time

of Openings :

Category : GreenState Insurance

GreenState Credit Union

Overview

The Risk Advisor role serves as the primary driver of commercial lines growth and advanced sales within GreenState Insurance. This dynamic role is positioned primarily in an outside sales capacity working with insureds and businesses building out their comprehensive insurance portfolios.

GreenState Culture :

At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

Salary range for the position is $70,485.22 - $82,405.44 with a progressive benefit package.

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.
• Advises prospects and insureds regarding features, advantages and disadvantages of various insurance products in an outside sales environment.
• Uses discretion in creating proposals and recommending appropriate insurance products based on insured's needs.
• Sells all lines of new business insurance policies to membership and prospects.
• Develops and fosters relationships with recommendation sources outside of the credit union to drive business to the agency.
• Work as a partner with GreenState Credit Union divisions to drive capture rate and share of the wallet within membership.
• Make location visits, attends various sponsored events such as financial center meetings, community outings, industry events and takes a lead role in our department's volunteer efforts.
• Assesses the need of existing insureds based upon collection and analysis of the insured financial information during review, e.g. property review, loss review, credit rating and other underwriting criteria as necessary by appointed companies.
• Maintains and services personal book of business managing client relationship and expectations of insureds.
• Attends outside marketing events at the Insurance Risk Advisor discretion to find other sources of leads and business development.
• Work with agencies carrier partners – staying up to date on company, product and industry changes.
• Attends state required continuing education and company required meetings for educational purposes.
• Adheres to all company policies, procedures and business ethics codes.
• Maintains strict adherence and compliance to all laws, rules, regulations, policies, procedures and internal controls in accordance with GreenState Insurance standards.
• Plays a vital role in enriching the community by participating in community service organizations and / or credit union sponsored events on an annual basis.
• Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements.
• Diligently tracks insured relationship correspondence and history with agency management and CRM systems.
• Performs all other duties as assigned.

Qualifications

Reporting Relationship

This position reports to the Senior Vice President / Insurance.

Supervisory Responsibilities

This position is not 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

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