The Polish National Credit Union · 2 months ago
Insurance Services Associate - Part Time
Holyoke,MA,US
Full-time, Part-time
Onsite
New Grad, Entry LevelPolish National Credit Union is a member-owned credit union that offers a range of personal and business banking products and services. They are seeking a part-time Insurance Services Associate to provide exceptional member service, assist with account management, and support the insurance team in various tasks. The role offers opportunities for growth and professional development within the organization.
CommunitiesCredit BureauFinancial ServicesNon Profit
Responsibilities
Responsible for creating an exceptional member service experience for our members and assisting all agency staff
Will manage account documentation and follow-ups to ensure our member's needs are met
Service all aspects of customer accounts (policy changes, binder preparation, billing questions, coverage inquiries)
Support Producer through new business acquisition process
Maintain existing book of business through renewal review process
Handle correspondence with insurers, insureds, & co-workers in a timely manner
Handling inbound/outbound calls and answering questions from members regarding their automobile, home, recreational vehicle, motorcycle, landlord insurance, and umbrella coverage
Quoting and preparing automobile, home, recreational vehicle, motorcycle, landlord insurance, and umbrella coverage
Handling annual reviews of existing customers, and verifying information on the policy is correct
Assisting clients in processing claims
Handle day-to-day operations, endorsements, claims, and payments
Work with the agency management system to record daily deposits and handle downloads of new business and endorsements
Calculating and quoting premium rates for specific policies
Anticipating future needs and calling on established clients to renew and upgrade accounts
Developing long-term relationships
Cross-sells PNCU products (referrals) to members and potential members, as well as have a basic understanding of the products and services the credit union has to offer
Qualification
Required
High school diploma or equivalent
Strong interpersonal and communication skills
Superior organizational, and problem-solving skills
Self-directed motivations, innovation, and accuracy within tasks assigned
Results-oriented and able to prioritize multiple tasks
Proficient knowledge of Microsoft Office
Excellent verbal and written communication skills
Strong attention to detail
Preferred
Experience preferred but not required
Benefits
Health
Dental
Vision
Flexible spending accounts
Generous 401(k) with employer match
Student loan repayment program
Tuition assistance
Company
The Polish National Credit Union
The Polish National Credit Union is a full-service credit union that offers financial services and credit to community members.
Founded in 1921
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Thomas Donnelly
AVP, Commercial Lending
Recent News
2025-10-17
2025-08-25
2025-06-17
Company data provided by crunchbase