Insurance Sales Specialist (In-Office)
Company: United Heritage Credit Union
Location: Austin
Posted on: February 14, 2026
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Job Description:
Job Description Job Description We have an exciting opportunity
for an ambitious Insurance Sales Specialist that will grow our UHCU
Insurance Services, LLC insurance agency! You will be responsible
for the production of new insurance agency business while providing
ongoing exceptional service to our existing members/clients. This
position offers highly incentivized earnings (no cap or commission
limits) for someone who is goal-oriented. This position requires
the ability to build rapport with our members to truly understand
their needs and match them with the best solutions. You should have
experience working with multiple, independent carriers and be
proficient in most Texas policy coverages. You must have an active
Property & Casualty License in the State of Texas. Under the
direction of the Insurance Services Manager, you will be
responsible for responding to inbound transfers from individuals
interested in obtaining insurance quotes, managing outbound
follow-up calls, handling web applications and internal referrals,
scheduling appointments, identifying customer needs, and marketing
appropriate products. In this role, you will: Prospect, develop,
solicit and follow-up on referrals and leads from market
development over the phone. Develop and manage an active pipeline
of qualified prospects within agency customer relationship
management (CRM) system Maximize and maintain insurance portfolio
growth. Maintain a working relationship with UHCU staff as required
to close inbound sales from leads generated. Develop rapport with
clients based on service and product knowledge. Generate leads from
personal contacts, various internal referrals, cold calling, and
client referrals. Respond to prospects/clients with quotes for
business solicited within 24 hours of application. Provide rate
quotes and coverage information specific to the client's needs.
Learn and apply product, industry, and market knowledge to make
professional recommendations to prospects and policyholders. What
you will need to succeed: Ability to provide prompt, accurate, and
friendly customer service on a daily basis. Effective networking
and relationship skills. Energetic, self-motivated and possess the
desire for success and willingness to learn. Ability to manage a
high lead volume in a fast-paced environment. Professional verbal
and written communication skills. High level of organizational
ability. Minimum 1 year experience in Property, Casualty, Auto,
Home, and/or Life insurance sales with successful track record of
meeting sales goals/quotas. Minimum 1 year demonstrated experience
with CRM systems. Must have a license to sell Property and Casualty
Insurance in the State of Texas within the first 30 days of
employment. Active license to sell Life and Health Insurance in the
state of Texas preferred. Prior financial institution experience
preferred. Experience with EZLynx preferred. Experience with
navigating independent insurance carrier websites such as
Progressive, Travelers, Nation Wide, Liberty Mutual, etc.
preferred. Bilingual English/Spanish is a plus. Minimum
Qualifications: Minimum 1 year experience in Property, Casualty,
Auto, Home, and/or Life insurance sales with successful track
record of meeting sales goals/quotas. Minimum 1 year demonstrated
experience with CRM systems. Must have a license to sell Property
and Casualty Insurance in the State of Texas within the first 30
days of employment. Active license to sell Life and Health
Insurance in the state of Texas preferred. Prior financial
institution experience preferred. Preferred Qualifications:
Associate's or Bachelor's degree in Business or a related field. 2
years' clerical, customer service, and/or sales experience. 1 year
sales experience in a financial institution or independent
insurance agency. Experience with Symitar. Experience with EZLynx.
Bilingual in Spanish. About United Heritage Credit Union: The
Credit Union was established in 1957 as an Austin-based credit
union, and over 65 years later we continue to serve communities in
Central Texas, Austin and Tyler communities, as well as those that
live in the rest of Texas through TXCC membership. Through
innovative technology, exemplary service standards and competitive
products, United Heritage continues to be a strong force in the
credit union industry. UHCU has over $1.6 billion in assets, more
than 78,000 members, 10 branch locations, and approximately 260
employees. We are a full-service financial institution whose vision
is "To be your primary financial institution." Being part of our
credit union means being part of our community. UHCU Offers:
Competitive Benefits Package 401(k) options (Pre-Tax and/or Roth)
Generous paid time off (PTO) Education Reimbursement Program
Opportunity to Advance! Important Note: We take hiring very
seriously. Interviewing at UHCU may include phone interviews, as
well as 1st & 2nd round interviews. We are unable to follow-up with
each and every applicant, but we do our best to run a thorough
process for candidates whom we identify as a potential fit. We will
be sure to contact you if that is the case!
Keywords: United Heritage Credit Union, College Station , Insurance Sales Specialist (In-Office), Sales , Austin, Texas
