Empower FCU Purpose: At every stage of life, positively impact members by providing affordable financial services. Empower FCU Core Values: Fairness, Integrity & Honesty Empower FCU Strategic Pillars: • World-Class Employee Experience • Best-In-Class Member Experience • Growth for Impact • Shared Value in the Community Empower Federal Credit Union offers excellent benefits including... Medical and Dental Insurance, 401K with Employer Match, Holiday Pay, Paid Time Off and more!
A World-Class Employee Experience: We are at our best when we are developing genuine relationships, looking out for one another, freely and honestly sharing information, and working together. We succeed when we rise above our departments, roles, and individual interests to come together, to move forward together. Each of us plays a crucial role in creating a positive work environment and we encourage all our employees to actively contribute to embracing Empower’s values and supporting those around you. Be Yourself, Belong with Empower: The strength of Empower is in the unique backgrounds, voices, talents, & experiences of each person. With a culture of belonging, we enable teamwork, spark innovation, and fuel success.
Please note: All candidates will be subject to a background check to determine employment eligibility. For roles that require an NMLS you may be subject to a credit check.
Role: The Insurance Agent delivers comprehensive insurance solutions to credit union members, select employer groups (SEGs), and the general public. This role requires expertise across all Empower Insurance Services (EIS) insurance lines, with a primary emphasis on Property & Casualty insurance. Success in this position depends on a proactive sales approach, strong product knowledge, and the ability to build and maintain meaningful relationships within the community.
The annual salary range for this position is: $58,691.36-$88,037.04.
This role is based in Syracuse, New York and requires full-time, on-site presence at our Empower FCU Insurance offices.
Essential Functions & Responsibilities: 40% Counsel Clients & Prospects: - Provide customized insurance solutions to credit union members, SEGs, and the general public, with a focus on Property & Casualty insurance. - Assess client needs and recommend appropriate insurance products to ensure tailored coverage and satisfaction. - Achieve individual and team sales goals using strong sales skills across all EAS insurance lines. - Stay current on industry trends and regulatory changes to provide informed, compliant guidance. - Build and maintain client relationships through exceptional service and timely responses to inquiries. 25% Build & Maintain Relationships: - Schedule regular check-ins to understand evolving client needs and gather feedback. - Send personalized updates, newsletters, and relevant information to keep clients engaged. - Tailor services to each client’s unique requirements. - Offer exclusive deals or early access to new products when appropriate. - Demonstrate appreciation for each client’s business. 20% Provide Quality Customer Service: - Deliver accurate, efficient, and consistent customer service. - Complete administrative tasks, including applications and record maintenance. - Respond promptly to inquiries and resolve issues effectively. - Document all client interactions thoroughly and accurately. - Continuously improve processes to enhance service quality and administrative efficiency. 10% Maintain & Improve Working Environment: - Use strong teamwork and communication skills to support a positive work environment. - Promote Empower Federal Credit Union’s culture through training, marketing, and committee involvement. - Collaborate with colleagues to foster a supportive and productive workplace. - Pursue ongoing professional development to enhance skills and industry knowledge. - Contribute to team initiatives and share best practices to support organizational goals. 5% Other Duties: - Perform additional responsibilities as assigned.
Performance Measurements: See Dayforce (HRIS) for performance goals upon hire and annually.
Knowledge and Skills: Experience: 3 to 5 years of successful insurance sales experience, or an equivalent combination of education and experience.
Licensing Requirements: - Must possess or begin the process to obtain a current New York State Personal Lines Property and Casualty Insurance License, as determined by the Insurance Manager. - Must comply with Continuing Education requirements to maintain licensing.
Education: A two-year college degree or completion of a specialized course of study at a business or trade school, or equivalent practical work experience.
Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills: - Excellent communication and listening skills, including persuasion and negotiation abilities. - Clear, effective speech to explain complex information in understandable terms. - Strong time management, organization, and attention to detail. - Aptitude for billing, calculations, and understanding complex coverage information and underwriting guidelines. - Ability to analyze data and learn multiple carriers’ product lines, guidelines, and online systems. - Proficiency with general office software and insurance industry tools, with the ability to learn new systems. - Professional appearance and willingness to work flexible hours.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to sit for long periods at a time, use hands to finger, handle, or feel, and talk or hear. The employee is occasionally required to walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Empower Federal Credit Union (EFCU) and its affiliated companies know employees are our greatest asset. We take pride in our commitment to member service, teamwork, and excellence. We offer employees a work environment designed to encourage personal and professional development. Empower Federal Credit Union is an equal opportunity employer and does not discriminate on the basis of any legally protected status or characteristic including race, religion, ethnicity, color, national or ethnic origin, age, sex, sexual orientation, gender identity or expressions, transgender status, sexual or other reproductive health decisions, marital status, ancestry, citizenship status, physical or mental disability, genetic information/ predisposition or carrier status, status in the uniformed services of the United States (including veteran status) or any other basis protected by applicable national, federal, state, provincial or local law. Our equal employment opportunity policy statement, the EEO is the Law Poster and Supplement, and Pay Transparency Nondiscrimination Provision reaffirm our commitment.
Empower Federal Credit Union is committed to equal opportunity to qualified persons without regard to basis of race, religion, ethnicity, color, national or ethnic origin, age, sex, sexual orientation, gender identity or expressions, transgender status, sexual or other reproductive health decisions, marital status, ancestry, citizenship status, physical or mental disability, genetic information/ predisposition or carrier status, status in the uniformed services of the United States (including veteran status) or any other basis protected by applicable national, federal, state, provincial or local law. Empower Federal Credit Union will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business. If you are interested in applying for an employment opportunity and feel you need a reasonable accommodation pursuant to the ADA, please contact us through one of the methods listed below:
a) Fax: 315-455-5423 b) US Mail: 1 Member Way Syracuse, NY 13212 c) Phone: 800-462-5000
