Personal Lines Agent (Napa/Sonoma)
Napaonsite
Posted 2w ago · via Lever
About this role
Redwood Credit Union is seeking a Personal Lines Agent who will provide insurance, risk advice and education concerning insurance coverage and planning, while performing a wide variety of duties, selling new insurance policies, servicing personal lines accounts, handling policy renewals, managing leads provided and following up in a timely manner. Ability to travel to assigned branches and other locations is required.
Key Responsibilities
Advisory Services:
o Proactively review Member financial information and make recommendations on insurance coverage needs.
o Provide individualized advice and counsel based on specific client (and prospect) needs.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: workable
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Napa. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
workable
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