GOLDENWEST CREDIT UNION Brokerage Account Executive Salary in the United States

Join Goldenwest Federal Credit Union in our pursuit to provide exceptional member service to over 140,000 members throughout Utah. Goldenwest offers 42 branches from Cache Valley to Washington County. The Account Executive position is responsible for managing, promoting, and maintaining book of business for small to large sized accounts within the health insurance marketplace. We know when you grow, we grow! By supporting you with education, leadership and advancement opportunities, we will make an extraordinary impact together!

Goldenwest Credit Union employees earn a competitive base wage with generous incentive and bonus programs, a premier benefit package including paid holidays and vacation leave, medical, dental, vision and wellness plans available after 60-days of employment, along with company-sponsored pension and matching 401K retirement plans. The pride we feel by offering you a remarkable, comprehensive benefit and compensation package is woven into the fabric of who we are. Come see for yourself!

Essential Duties & Responsibilities
Our account executives must possess an eagerness to:   

  • Utilize knowledge to develop information to attract business for new or renewal policies.

  • Help prepare quotations and answer questions from agents, policyholder, or prospects. Assists agents with comments or questions about applications and the likelihood of acceptance by the company.

  • Review and process request for cancellation, endorsements, etc.

  • Review policies for renewal consideration. Assist in administering proper ratings by making recommendations on previously rated policies.

  • Review applications for insurance coverage, reports from loss control consultants, and other information to determine if applications for insurance are acceptable.

  • Request additional documentation necessary for processing of application, endorsement, or cancellation.

  • Follow-up on referrals in a timely manner.

  • Comply with all regulations as required by law.

  • Actively participate in continuing education related to credit union career development.

Experience, Education & Certification   

  • HS Diploma or equivalent and life & health insurance license is required

  • 2+ years of insurance sales experience.

Key Competencies   

  • Proficiency in Microsoft Applications, especially Excel.

  • Timely and meticulous attention to verbal and written communication with members.

  • Devotion to earning and maintaining member trust.

  • Attentiveness to professionalism in appearance and action.

Location & Schedule Availability  

  • Centerville, Utah

  • Monday through Friday 8:30 AM – 5:30 PM

  • Full-time 40-hours per week

Physical Abilities & Working Conditions 
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently. Ability to stand, walk, kneel and crouch occasionally. Close vision as clear vision at 20 inches or less, and distance vision as clear vision at 20 feet or more. Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally. Moderate noise such as business office with computers and printers, and light traffic.