The Opportunity - Personal Lines Insurance Agent II
Join AmeriCU Insurance Services and help individuals find the right personal insurance solutions to protect what matters most. This role is ideal for an experienced insurance professional who enjoys building relationships, growing a book of business, and delivering a strong member experience.
What You’ll Do as Personal Lines Insurance Agent II
Grow Personal Insurance Business
- Generate new personal lines business and contribute to established production goals.
- Follow up on leads and identify opportunities to grow the book of business.
- Promote products offered through AmeriCU’s strategic insurance carrier partners.
Build Member Relationships
- Work directly with members to understand their personal insurance needs.
- Take ownership of member questions and concerns through resolution.
- Identify opportunities to connect clients with additional AmeriCU Credit Union services.
Manage Policies & Coverage
- Submit insurance applications and bind coverage within established authority.
- Assist with underwriting and claims information as needed.
- Collect premiums when appropriate and accurately document member interactions.
Drive Sales & Outreach
- Develop business through leads, referrals, phone outreach, presentations, and Financial Center huddles.
- Work toward written premium goals and established production expectations.
Stay Current & Compliant
- Stay informed on insurance products, industry trends, regulations, and sales techniques.
- Follow established procedures, carrier guidelines, and applicable insurance regulations.
- Maintain required licenses and certifications
Benefits & Growth Opportunities
At AmeriCU, our Member Service Center Representative roles are designed for growth and advancement. Whether you're launching your career or looking for your next step, we provide the tools and support to help you succeed.
We offer:
- Competitive Medical, Dental, and Vision plans
- Health Savings Account contributions
- Generous Paid Time Off and Paid Holidays
- 401(k) with employer match after one year
- Employee Assistance Program
- Tuition Reimbursement (after one year, full-time)
- Company-paid Life Insurance and AD&D
- Enhanced Short-Term Disability coverage
- Employee appreciation events and a collaborative team culture
About AmeriCU Credit Union
AmeriCU is a not-for-profit credit union based in Rome, NY with over $3 billion in assets and serving more than 200,000 members across Central New York and beyond. For over 75 years, we have remained committed to our members, employees, and communities.
We are proud to have been recognized as one of the Best Companies to Work for in New York State and named by American Banker as one of the Best Credit Unions to Work for in the United States.
Learn more:
- https://www.americu.org/in-our-community/
- https://www.americu.org/why-americu/