We are seeking a motivated and relationship-focused Insurance Business Development Representative to join our Collins Insurance team. This role is responsible for developing new business opportunities, building strong client relationships, and promoting Property & Casualty insurance products and services. The ideal candidate is a results-driven professional with strong communication skills, a passion for customer service, and the ability to identify client needs and provide effective insurance solutions.
Essential Responsibilities
Prospect, develop, and cultivate new business opportunities through networking, referrals, and outreach activities.
Build and maintain strong relationships with prospective and existing clients.
Identify customer needs and recommend appropriate Property & Casualty insurance products and solutions.
Generate leads, follow up on sales opportunities, and maintain an active sales pipeline.
Conduct client consultations, prepare proposals, and deliver professional presentations.
Overcome objections and guide clients through the decision-making process to successfully close sales.
Meet or exceed established sales, production, and service goals.
Provide exceptional customer service while ensuring a positive client experience.
Collaborate with team members to support agency growth and client retention initiatives.
Maintain accurate records and activities within agency management and CRM systems.
Stay current on industry trends, products, regulations, and market conditions.
Qualifications
Required
Property & Casualty Insurance License or ability to obtain within 30 days of employment.
High school diploma or equivalent.
Strong verbal and written communication skills.
Excellent interpersonal and relationship-building abilities.
Self-motivated, organized, and results-oriented.
Ability to work independently and as part of a team.
Proficiency with Microsoft Office and other business technology applications.
Preferred
Previous sales, business development, account management, customer service, or client relationship experience.
Experience generating leads, prospecting, and managing sales opportunities.
Experience meeting or exceeding sales goals.
Knowledge of insurance products and services.
Key Competencies
Relationship Building
Business Development
Sales and Negotiation
Customer Service Excellence
Communication and Presentation Skills
Problem Solving
Time Management and Organization
Accountability and Results Orientation
Why Join Us?
A Comprehensive Health, Wellness and 401k package. It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. We live our Core Values with Purpose and believe putting our employees first will enable and embolden them to put our membership first.
What we offer you; Competitive Pay, Bonus, and Benefits Package; 401k Match, Tuition Reimbursement, Disability Insurance, Employee Discounts, Career Training & Development Opportunities
Collins Community Credit Union is an EEO Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans and individuals with disabilities to apply for career opportunities with the Credit Union. We are an E-Verify Employer.
Skills Required
- Property and Casualty Insurance License or ability to obtain within 30 days of employment
- High school diploma or equivalent
- Strong verbal and written communication skills
- Excellent interpersonal and relationship-building abilities
- Self-motivated, organized, and results-oriented
- Ability to work independently and as part of a team
- Proficiency with Microsoft Office and other business technology applications
- Previous sales, business development, account management, customer service, or client relationship experience
- Experience generating leads, prospecting, and managing sales opportunities
- Experience meeting or exceeding sales goals
- Knowledge of insurance products and services
What We Do
Collins Community Credit Union is a financial institution serving members across Iowa, Illinois, and Wisconsin. Founded in 1940, it provides a comprehensive range of financial products and services. Its vision is to provide global financial access and advancement for its employees, members, and communities, operating under a mission to make a daily difference and demonstrate that members matter more than their money.
