Insurance Support Specialist

TEXELL CREDIT UNION • Temple, TX

5d • Onsite

About The Position

Texell, named one of the BEST credit unions to work for in the nation by the Credit Union Journal, is seeking an Insurance Support Specialist to work onsite at our Temple, TX headquarters. This role will require the chosen candidate to complete and pass an insurance licensure exam which is paid for by Texell.

Texell has been honored with the Excellence in Lending Award from CUNA Mutual Group, the Desjardins Adult Financial Literacy Award from the Texas Credit Union League, the Best Bank/Credit Union by the readers of the Temple Daily Telegram, Best Credit Union by the readers of the Killeen Daily Herald and the Belton Journal and consistently earns the highest five-star, superior rating for financial soundness from Bauer Financial.

As an Insurance Support Specialist, you will:
Complete and pass an insurance licensure exam which is paid for by Texell.
Essentially be supporting two departments - Lending and Texell Financial.
Be responsible for various reports, with both daily and monthly deadlines.
Be on the phone. A lot. At Texell, we don’t sugar coat things and are very clear about expectations. You will make a wide variety of phone calls. For example, you’ll support Lending by making phone calls that are welcoming new members to Texell but also make phone calls that are trying to remedy insurance snafus. Oh, and Texell Financial we want all our members to gain the benefits of having Texell Financial as their insurance of choice. So naturally, you’ll be a sales advocate for Texell Financial.
Have the potential to grow into a sales agent! Yes! Here it is. This is your steppingstone. What do you need to do? Knock our socks off. Go above and beyond. Be a Rockstar.

Requirements

• Has a high school diploma or GED.
• Can navigate Microsoft Excel spreadsheets like a Jedi.
• Has a minimum of 2 years’ experience in an administrative role.
• Has stable job history. We love to see candidates who have been with their employers for 2+ years. Job loyalty is important to us!
• Has excellent communication skills both written and verbal. Yes, you see this all the time. But with this position, it’s critical.

Nice To Haves

• Do you speak VLOOKUP and COUNTIF? Even better.

Responsibilities

• Complete and pass an insurance licensure exam which is paid for by Texell.
• Essentially be supporting two departments - Lending and Texell Financial.
• Be responsible for various reports, with both daily and monthly deadlines.
• Be on the phone. A lot.
• Support Lending by making phone calls that are welcoming new members to Texell but also make phone calls that are trying to remedy insurance snafus.
• Be a sales advocate for Texell Financial.
• Have the potential to grow into a sales agent!

Benefits

• Recognizes and rewards hard work via quarterly events such as the Annual Awards Banquet, Employee Family Day, and much more!
• Proudly participates in Corporate Challenge hosted each Fall with the City of Temple.
• Is passionate about helping those in need and volunteers for several events each month.
• Offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, tuition reimbursement, and paid vacation and sick time.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees