Insurance Administrator

Redwood Credit Union•Santa Rosa, CA

7d•Onsite

About The Position

Redwood Credit Union is looking for an Insurance Administrator to perform a wide variety of semi-routine duties to assist Members in the sales and service of ancillary products. This role involves providing exceptional customer service, educating Members on ancillary products, processing claims, assembling and recording paperwork for insurance sales, organizing and completing inquiries, updating reports, and working with Account Managers to process documents for insurance sales and renewals. The administrator will also deliver quotes, bind coverage, service policies, follow up with Members for additional information, complete lead and sales tracking reports, research and solve member problems, update customer information in the database, and aid the Insurance department team in achieving sales and service goals. Additionally, the role involves implementing new CUSO/Credit Union related products and services, providing feedback on marketing efforts, and visiting branches/departments to promote the insurance agency.

Requirements

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.
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.

Nice To Haves

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

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.

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!