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GreenState Credit Union · 1 hour ago

Junior Licensed Insurance Representative

Dubuque, IA

Full-time

Onsite

New Grad, Entry Level

$20.97/hr - $24.52/hr

0+ years exp

GreenState Credit Union is a financial institution focused on creating lasting value for its members and communities. The Junior Licensed Insurance Representative is responsible for providing accurate and professional service regarding insurance products and services, ensuring policy retention, and supporting sales efforts.

BankingFinanceFinancial Services

Responsibilities

Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision

Demonstrates a positive member service (internal and external) focus at all times

Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities

Ensures confidentiality of member information

Supports a diverse and inclusive work environment

Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements

Updates policy information as needed and requests exceptions, if necessary, from underwriting

Sends binders of insurance for the Producers/LIA’s

Processes third party mortgagee changes and send declaration pages to mortgagee lenders upon request

Processes change requests sent by LIA’s and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions

Contacts underwriting if necessary for exceptions, collects and sends any required documents to the insured

Handles client email requests - process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process, calls out as needed to discuss policies

Sends cancellations and processes cancellation requests sent by Advisors, LIA’s, SAM’s, and Processors

Utilizes DocuSign to assist with sending and receiving signatures for insurance applications and cancellations

Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed

Maintains appropriate level of continuing education credits as applicable by state and license guidelines

Upholds agency guidelines, processes, and procedures in accordance with GreenState Insurances expectations

Attends community, industry, and GreenState Insurance/Credit Union events

Performs additional assigned duties, as necessary

Qualification

PropertyCasualty LicenseBilingual (English/Spanish)Insurance ExperienceAnalytical SkillsTime ManagementSelf-directedCustomer ServiceInterpersonal CommunicationTeamwork

Required

0-2 years of similar or related experience; insurance experience is preferred

High school diploma or the equivalent (i.e. GED)

Property and Casualty Insurance license is required for the position. Must obtain within 30 days of hire date

Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand

Self-directed nature, ability to work independent of supervision, and ability to follow directions

Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption

Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs

Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time

Strong analytical skills with excellent verbal, written and interpersonal communication skills

Must be able to use knowledge and analytical skills to make quick judgements in various situations without much guidance

Must be bondable