Bilingual Insurance Specialist

Notre Dame Federal Credit Union


Company Overview: Notre Dame Federal Credit Union humbly began in 1941 as a conversation between two professors form the University of Notre Dame. Now, over 75 years later, we have grown into a national, award-winning financial institution serving over 56,000 members worldwide. We consider our partners (employees) to be one of our greatest assets to this success. We strive to make great things happen for our members and partners by changing one life every day. If you share that same passion for making an impact on someone’s life, you should apply to join the Notre Dame FCU family.
Industry: Financial

Job Description:

PRIMARY FUNCTION:

This position actively identifies the financial needs of the members of Notre Dame Federal Credit Union and seeks out opportunities to meet their insurance needs, while referring other needs to appropriate partners. This position will serve as primary point of contact for current and potential members for insurance product questions and applications through phone calls and online applications in the Shamrock Center and servicing current insureds. This position will initiate outbound calls in order to strengthen relationships with members, and increase our overall share in the market. This position will actively seek referrals and follow up on new leads while identifying sales prospects. This position will actively contribute to the achievement of Shamrock Center sales and service goals in order to meet both professional and business goals while achieving member satisfaction, revenue generation, and establishing long-term member relationships.

 

ESSENTIAL DUTIES & RESPONSIBILITIES :

This position must effectively carry out the essential duties of this position in a manner that consistently demonstrates the core values of Notre Dame Federal Credit Union in a positive manner. The duties identified below are the essential functions of the position and other duties may be assigned.

  • Explain features, benefits and drawbacks of specific insurance and/or financial products
  • Customize recommendations for members and prospective members based on their personal situation and their own goals and objectives
  • Sell and service products as appropriate
  • Provide world class customer service

 

Job Requirements:

QUALIFICATION REQUIREMENTS:

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

EDUCATION AND/OR EXPERIENCE:

  • Minimum of one (1) year experience in insurance sales/service preferred
  • Bachelor’s degree preferred

 

Qualified individuals must be able to read and interpret documents such as credit bureau reports, debt to income ratio reports, technical procedures, government regulations, as well as policy and procedure manuals. The ability to write routine reports and correspondence is required, along with the ability to speak effectively with members and other partners of the organization.

To Apply for this position:

Please visit our website to apply: https://www.notredamefcu.com/about-us/careers

Relevant Military experience is considered for veterans and transitioning service men and women. Notre Dame FCU is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran.



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