Insurance Specialist II

OceanAir Federal Credit Union • Oxnard, CA

8d • Onsite

About The Position

Join OceanAir Federal Credit Union and help us make it right, make it easy, and make it personal for our members!

We’re looking for a knowledgeable and detail-oriented Insurance Services Specialist II to support our members with advanced insurance needs and help expand our insurance portfolio. In this role, you’ll combine strong client relationship skills with technical expertise to deliver tailored insurance solutions and ensure compliance with industry regulations.

Requirements

• High school diploma required; Bachelor’s degree in Business, Finance, or related field preferred.
• 2+ years of experience in insurance sales and service, including commercial, health, and DMV-related services.
• Valid licenses in life, personal lines, commercial, and health insurance.
• Proven track record of successful sales and client management.
• Strong analytical and problem-solving skills related to insurance scenarios.
• Excellent communication and negotiation skills.
• Ability to work independently and as part of a team.
• Proficiency in insurance software and industry-specific tools.

Responsibilities

• Build and maintain strong relationships with members and accounts.
• Prepare and present insurance quotes; sell commercial, health, and personal insurance policies.
• Manage insurance account records and file regulatory reports.
• Oversee insurance payments and follow up on overdue accounts.
• Handle renewals, reinstatements, and cancellations of policies.
• Collaborate with underwriters and carriers to negotiate policy terms.
• Review and interpret complex insurance contracts and documents.
• Provide guidance to junior team members and conduct training sessions.
• Develop strategies to expand OceanAir’s insurance portfolio while staying current on industry trends.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees