Insurance Specialist - Heartland Wealth Strategies

Heartland Wealth Strategies is seeking a dedicated Insurance Specialist to play a pivotal role in providing expert advice, comprehensive coverage, and personalized solutions to our members in the Wichita, KS area. In addition to the many products and services offered by the credit union, Heartland Wealth Strategies is there to assess members' needs, recommend appropriate coverage options, and deliver exceptional service to ensure their peace of mind.

LOCATION

This person will have an office at our Wichita branch, located at 3777 N. Maize Rd.

SCHEDULE

Normal schedule will be Monday - Friday, with the occasional scheduled Saturday appointment.

ABOUT THIS OPPORTUNITY

As an Insurance Specialist with Heartland Wealth Strategies, you are an integral part of building relationships with credit union members by providing customized expert consultation for seniors and eligible beneficiaries to help them achieve better healthcare and financial security leading up to and during retirement years.

Responsibilities include:

• Consult with current or potential members, which may include seniors, retirees, and individuals with Medicare coverage and social security questions to better understand their healthcare needs.
• Works closely with members to ensure coverage is maintained at appropriate levels. Offers advice and proposes changes as necessary.
• Analyzes information obtained from interviews. Evaluates existing policies to determine their adequacy. Proposes appropriate policies to fulfill insurance needs.
• Explains options, benefits, coverage levels, risks, exclusions, and costs. Answers questions as needed.
• Handles the policy renewal process. Ensures information is communicated and necessary paperwork is completed.
• Works with members during claim submission to ensure prompt and professional service. Coordinates with adjusters or claims personnel as needed.
• Work with current and/or potential members to assess, enroll and answer any questions regarding life and long-term care insurance.
• Actively prospecting for potential members through various methods, such as cold calling, networking, marketing and conducting sales presentations.
• Works to achieve established sales goals. Employs effective sales techniques. Keeps accurate sales records and tracks progress.
  
• Stay up-to-date and comply with all related regulations, policies, procedures and business practices.
• Actively participate and represent Heartland in various community, civic, and professional organizations.
• Maintains knowledge of credit union products and services.
• Attends meetings and training sessions as required.
• Provides superior service to our members and staff.
• Proactively supports and advances HCU's brand and culture platform.
• Performs all other duties as assigned.

QUALIFICATIONS

EDUCATION/CERTIFCIATION/EXPERIENCE:

• High school diploma or equivalent required.
• Valid Life and Health Insurance license.
• Previous sales experience preferred.

SKILLS/OTHER REQUIREMENTS:

• Professional and tactful.
• Well-organized and attentive to detail.
• Good analytical skills.
• Excellent customer service skills.
• Ability to assist others.
• Ability to understand legal and financial concepts.
• Excellent oral and written communication skills.
• High level of initiative to achieve goals.
• Able to work well independently.
• Strong sales/referral skills.
• Proficient in MS Office including Word, Excel and Outlook.
• Flexible and open to change
• Valid driver's license.

PHYSICAL REQUIREMENTS:

• Sedentary work; sitting most of the time.
• Exerts up to 10 lbs. of force occasionally.

ABOUT HEARTLAND

Heartland Credit Union has been providing exceptional member service for over 75 years! Our small friendly work environment allows our employees to know our customers we serve and fellow employees. As we continue to grow, we need great talent like you to be a part of our team and culture. We are community driven and are very active in the communities we serve by volunteering and supporting local events. HCU has many locations in Kansas including Wichita, Hutchinson, Newton, Haven, Hays, and Ness City. Learn more about Heartland Credit Union by going to www.hcu.coop.

For immediate consideration:

To apply from our career site, go to Apply Now. If you are viewing from an outside posting board, go to www.hcu.coop, then find "Careers". You must create an account to apply and upload a resume. All inquiries are completely confidential.

Equal Opportunity Employer/Affirmative Action Employer

Heartland Credit Union is an Equal Opportunity Employer (EOE). Heartland provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. Heartland hires and promotes individuals solely on the basis of their qualifications for the job to be filled. We encourage qualified minority, female, veteran and disabled candidates to apply and be considered for open positions. This practice applies to all areas of employment including recruitment, hiring, training and education, promotion, termination, compensation and all conditions and privileges of employment in accordance with applicable federal, state and local laws.

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