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Redwood Credit Union · 3 weeks ago

Insurance Administrator

Napa, California

Full-time

Onsite

Entry Level

$26/hr - $34/hr

1+ years exp

Redwood Credit Union is seeking an Insurance Administrator to assist Members in the sales and service of ancillary products. The role involves providing exceptional customer service, processing insurance claims, and supporting the insurance department in achieving sales and service goals.

Finance

Growth Opportunities

No H1B

Responsibilities

Provide exceptional customer service to all internal and external customers

Call Members referred to the insurance agency by branch, Member Service Center, or other referrals

Make and receive calls from customers assisting them with their questions and resolving problems as appropriate

Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed

Make and receive calls from customers to complete worksheets to facilitate insurance quotes and product claims

Offer and educate Members of Ancillary products

Request necessary paperwork that is not received from customers or Insurance Department team members

Work with credit life and disability, payment protection, GAP & MBP insurance carriers to process claims

Assemble and record paperwork for insurance sales as needed

Organize and complete both customer and insurance company inquiries

Update reports on a frequent basis

Work with Account Manager(s) to process documents for insurance sales and renewals

Work with Members to deliver quotes, bind coverage and service policies as requested

Follow up with Members to obtain additional information to provide accurate quote

Complete daily, weekly, and monthly lead and sales tracking reports

Research and solve member problems and complaints in an accurate and timely manner

Update database of customer information

Aid Insurance department team members in achieving sales and service goals

Perform all functions in a security conscientious manner

Establish systems to facilitate insurance transactions more efficiently

Monitor the response time of insurance quotes, sales, and service response

Implement new CUSO/Credit Union related products and services with other team members of RCU Insurance Services

Provide feedback on marketing efforts

Visit branches/departments to promote insurance agency

Qualification

Property & Casualty LicenseLife Insurance LicenseFinancial Products KnowledgeWord Processing SoftwareSpreadsheet SoftwareCustomer Service SkillsEffective CommunicationTeamworkTime ManagementProblem Solving

Required

Knowledge of financial and insurance products and services

Skill in the operation of a PC with the use of word processing and spreadsheet software, and modern office equipment

Excellent service skills

Ability to communicate effectively both verbally and in writing

Ability to effectively work on the telephone to obtain insurance information

Ability to complete detailed paperwork and collect documents necessary to complete insurance transactions

Ability to coordinate a variety of activities simultaneously and prioritize work

Ability and desire to work in a team environment

Ability to analyze situations and recommend workable solutions for customers

Ability to establish and maintain effective working relationships with a diverse group of people

Ability to manage time efficiently and follow-through on tasks

Ability to work weekends

Must have an active Property & Casualty Insurance License

The ideal candidate has a combination of education and experience equivalent to a high school diploma with a minimum of one year of clerical and customer contact experience with a Credit Union, bank, or Insurance Agency

Preferred

An active Life or Life/Health Insurance License is a plus

Benefits

Competitive medical, dental, and vision insurance, mental health offerings

Employee performance incentive plan

Salary Advancement– Merit increase based on performance

401(k) program with employer match

Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

RCU employees are eligible for a .75% discount off RCU standard collateral auto loans

RCU employees are eligible for a 1% discount on all recreational or boat loan products

2% discount off Visas and LOC Loans through RCU

0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.

0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.

0% interest on garment, fitness, or home office equipment loan of up to $500

100% financing for employee purchased homes!