Insurance Service Representative

VyStar Credit Union•Jacksonville, FL

11d

About The Position

The Member Insurance Service Representative works closely with Insurance Sales Representatives to complete administrative insurance functions and provide technical support and insurance services related to incidents, claims, and insurance policies. Duties include gathering, organizing, validating, and entering information and supporting documentation; responding to correspondence, inquiries, and information requests; producing recurring management reports; and escalating problems to the VP of VyStar Insurance Agency as necessary. The role also supports internal and external customers by responding to routine inquiries, coordinating answers, and researching and resolving problems or discrepancies. It maintains insurance records in accordance with retention schedules and supports ongoing insurance programs and special projects. Employees are expected to help identify, assess, manage, and report risks within their work, safeguard operations, and comply with regulatory requirements. The representative is also expected to demonstrate VyStar Excellence behaviors: Focus, Connect, Understand, Counsel, and Advance. A high school diploma is required. One to two years of insurance-related experience is preferred, as is general knowledge of insurance departments, operations, terminology, and objectives. Candidates are preferred to hold an appropriate State Property & Casualty license (220, 2044, or 440); the employee must acquire the appropriate license and complete continuing education needed to maintain it. The position may require exerting up to 20 pounds of force occasionally, or a negligible amount constantly, to move objects. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Requirements

High school diploma required.
Must acquire an appropriate State Property & Casualty license (220, 2044, or 440) and complete necessary continuing education hours to maintain the license.
Solid knowledge of insurance processing methods and workflow procedures is preferred.
Highly developed written and verbal communication skills, including the ability to build rapport and interact professionally and courteously with colleagues and vendors.
Ability to communicate professionally, listen actively, ask appropriate questions, and communicate clearly and concisely.
Ability to develop and maintain collaborative relationships across the organization.
Ability to understand VyStar’s vision, mission, and business objectives.
Ability to maintain confidentiality and demonstrate due professional care and professional competency.
Ability to plan and organize work to meet specified time and quality parameters.
Flexibility, initiative, attention to detail and accuracy, strong organizational skills, and ability to multitask and meet deadlines.
Strong problem-solving skills and sound judgment, with willingness to seek guidance as appropriate.
Ability to work independently and as part of a team and consistently demonstrate teamwork.
Proficiency in Outlook, Word, and Excel, and comfort using technology.

Nice To Haves

One to two years of insurance-related experience.
Current appropriate State Property & Casualty license (220, 2044, or 440).
Personal lines experience.
Commercial insurance experience.
General knowledge of insurance departments, operations, terminology, and objectives.
Solid knowledge of insurance processing methods and workflow procedures.

Responsibilities

Gather and organize data and supporting information by contacting people inside or outside VyStar, and follow up professionally to obtain information in a timely manner.
Review and verify information and applications, cross-checking against electronic worksheets, policy schedules, certificates of insurance, claims documentation, and related materials.
Ensure data, paperwork, and forms are complete and accurate within required timeframes.
Compile or create materials for ongoing insurance programs and special projects, including distributing, editing, formatting, and proofreading information.
Maintain records and data by entering information into databases or servers, scanning documents, developing tracking systems or spreadsheets, and setting up files.
Enter data and electronically file claims, insurance policies, documents, and email communications; maintain associated records.
Provide answers to routine inquiries from internal and external customers or contacts, coordinate responses, and research and resolve problems or discrepancies.
Maintain insurance information in accordance with record-retention schedules and ensure it is appropriately retained or purged/disposed of.
Escalate problems to the VP of VyStar Insurance Agency as necessary.
Help identify, assess, manage, and report risks within the employee’s area of work; safeguard operations and support compliance with regulatory mandates.
Perform other duties as assigned.
Demonstrate the VyStar Excellence behaviors of Focus, Connect, Understand, Counsel, and Advance, including completing necessary follow-up actions.