Insurance Service Representative

VyStar Credit Union•Jacksonville, FL

12d

About The Position

The Member Insurance Service Representative works closely with Insurance Sales Representatives to complete administrative insurance functions. The role provides technical support and insurance services related to incidents, claims, and insurance policies. Duties include gathering, organizing, and validating information and supporting documentation; entering data; responding to correspondence, inquiries, and information requests; producing recurring management reports; and escalating problems to the VP of VyStar Insurance Agency as necessary. The representative supports internal and external customers by answering routine inquiries, coordinating responses, and researching and resolving problems or discrepancies. The role also maintains insurance records in accordance with record-retention schedules and helps ensure compliance with regulatory requirements. Employees are expected to identify, assess, manage, and report risks within their work domain, and to demonstrate VyStar Excellence behaviors: Focus, Connect, Understand, Counsel, and Advance.

Requirements

High school diploma.
Ability to communicate professionally, listen actively, ask appropriate questions, and communicate clearly and concisely.
Ability to build rapport and interact positively and courteously with people within the organization and with vendors.
Ability to develop and maintain collaborative relationships across the organization and understand VyStar's vision, mission, and business objectives.
Ability to maintain confidentiality, exercise due professional care, and meet high standards of 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.
Proficiency in Outlook, Word, and Excel, and comfort using technology.
Must acquire an appropriate State Property & Casualty license (220, 2044, or 440) and complete required continuing education to maintain the license.

Nice To Haves

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

Responsibilities

Gather and organize data by obtaining information from people inside or outside VyStar, and follow up professionally to receive it in a timely manner.
Review and verify information and applications, cross-checking against electronic worksheets, policy schedules, certificates of insurance, and claims documentation.
Ensure data, paperwork, and forms are complete and accurate within required timelines.
Compile and create materials for ongoing insurance programs or special projects, including distributing, editing, formatting, or proofreading information.
Maintain records and data, including database or server entries, scanning, tracking systems or spreadsheets, and file setup.
Enter data and electronically file claims, insurance policies, documents, and email communications while maintaining records.
Provide answers to routine inquiries from internal and external customers or contacts, coordinate responses, and research and resolve problems or discrepancies.
Maintain records-retention practices so insurance information is retained according to defined schedules and appropriately purged or disposed of.
Escalate problems to the VP of VyStar Insurance Agency as necessary and perform other duties as assigned.
Help identify, assess, manage, and report risks within the employee's work domain and safeguard operations while complying with regulatory requirements.
Demonstrate VyStar Excellence behaviors by focusing attention, connecting with clients or members, understanding their needs, counseling with suitable solutions, and completing follow-up.