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Centra Credit Union

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Property and Casualty Advisor (Sales)



Thank you for your interest in a career with Centra.  A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members' financial lives and our communities.  Centra was established in 1940 and is headquartered in Columbus, Indiana.  Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States.  Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY and Whitakers, NC.  Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in the achievement of results, and the opportunity for growth with the Centra Family.  Credit Unions are Not for Profit, Not for Charity, But for Service.  If these are the things that matter to you then please read on, we look forward to hearing from you.

Centra Credit Union has an exciting opportunity for a Property and Casualty Advisor in Columbus, Indiana who will be responsible for providing Property and Casualty insurance products and services to Centra Credit Union Members and Non-Members. The position contributes to a positive client experience and generates revenue for Centra Financial Services.

ESSENTIAL FUNCTIONS:  This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.

·         Drives sales production via face-to-face or virtual meetings, phone calls, emails, and strategic marketing campaigns. Talks to prospective clients and quotes property and casualty insurance products to best meet clients' needs.

·         Engages in Credit Union Team Member training and development to generate qualified referrals that lead to investment and insurance sales.

·         Cultivates strong working relationships with Team Members, Members, and the Communities Centra serves.

·         Maintains knowledge for compliance with all rules and regulations in the insurance industry.

Centra is an Equal Opportunity Employer.

Education

Required
  • Equivalent combination education & experience or better
Preferred
  • Bachelors or better
  • 3-5 years related experience or better

Licenses & Certifications

Required
  • Property & Casualty
See job description

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