VACU Insurance Services Insurance Agent

Apply for the VACU Insurance Services Insurance Agent role at Virginia Credit Union
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As an Insurance Agent for Virginia CU Insurance Services (VACUIS), your primary role is to sell insurance policies to individuals or businesses and provide guidance on insurance coverage options. Your job is to assess clients’ insurance needs, explain policy details, and assist them in selecting the most appropriate coverage for their specific requirements. The position provides prompt, efficient, high-quality service to insurance accounts to support the agency’s activities.

The candidate will be an employee of VACUIS, working onsite within VACU facilities.

• Generate leads through referrals, networking, and marketing campaigns.
• Present and explain insurance policies, including coverage details, terms, and premiums.
• Customize insurance plans based on clients’ needs, preferences, and budget.
• Close sales deals by addressing client concerns, negotiating terms, and completing necessary paperwork.
• Build and maintain strong relationships with clients to foster loyalty and maximize retention.
• Conduct regular follow‑ups with clients to ensure satisfaction and address inquiries.
• Assist clients in filing insurance claims and guide them through the claims process.
• Build partnerships with external centers of influence and other lead sources.
• Stay up‑to‑date with insurance products, industry trends, and regulatory changes.
• Conduct market research to identify target segments and develop strategies to reach them.
• Analyze clients’ existing policies to identify coverage gaps or opportunities for additional policies.
• Obtain relevant certifications and licenses as required by regulators.
• Maintain accurate client records and policy documents.
• Coordinate with underwriters to ensure timely policy issuance and renewal.
• Track premium payments, policy renewals, and modifications.
• Ensure compliance with legal and regulatory requirements related to insurance sales.

• Minimum 3 years of previous insurance industry experience, or comparable financial services/credit union experience.
• Strong communication and interpersonal skills.
• Excellent sales and negotiation skills to close deals and meet targets.
• In‑depth knowledge of various insurance policies (auto, home, renter’s, travel, umbrella, commercial).
• VA Property & Casualty insurance license required.
• Proficient computer skills; familiarity with Applied (Epic) Systems preferred.
• Attention to detail and accuracy in paperwork.
• Ability to work independently, prioritize tasks, and meet deadlines.
• Ethical conduct and adherence to legal and regulatory guidelines.

• Occasional standing, walking, bending, and stooping.
• Must sit at a desk for extended periods and use a computer.
• Must lift or move up to 5 lbs moderately and up to 10 lbs occasionally.