Protection Products Representative II
About The Position
We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Protection Products Representative II The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $24.20 - $35.09 Scheduled Weekly Hours: 40 What You’ll Be Doing Provides World-Class Personal Service to Members seeking information on protection products offered through SchoolsFirst Federal Credit Union. Responsible for maintaining and updating existing policies in order to provide the most favorable coverage, cost, and terms for protection products. Responsible for retaining and servicing existing policies. Responds to Member inquiries regarding policy coverage, limitations and claim processing procedures. Reviews policies sold for compliance with applicable regulations. Maintains appropriate California Department of Insurance license(s) required to issue and service protection products available through SchoolsFirst Federal Credit Union. Schedules and support protection products training sessions for SchoolsFirst FCU frontline teammembers. Provides technical and operational assistance to frontline teammember on all protection products and procedures. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. Processes changes, including coverage changes on Member policies. Responsible for following up with vendors to ensure changes are processed accurately. Additional Job Functions Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications High School Diploma or GED required 1-3 years previous related experience required Personal Lines Insurance License Or Property & Casualty Insurance License required Knowledge, Skills, and Abilities Background in administering non-deposit insurance related products. Knowledge of consumer related insurance. Knowledge of Accidental Death & Dismemberment protection, Debt Cancellation, Credit Insurance, Mechanical Breakdown Protection, GAP and other related protection products Preferred SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify. We're passionate about living our mission of providing Members with World-Class Personal Service and financial security. There's a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families who make their work possible. Our success is built on our relationships with each other, our Members and the community. We value teamwork and face-to-face interactions and believe we’re at our best when we’re collaborating in-person. We also know the flexibility to work remotely benefits the wellbeing of our team. View the work location information below on the job listing that interests you. 100% on-site, 0% remote. Including those serving Members in-person at our branches. Three days a week in the office and up to two days remote. Hybrid teams coordinate on-site days to collaborate in-person. Up to 100% remote. Select individual contributor roles may be given the option to work fully remote. Not finding the right fit? Let us know you're interested in a future opportunity below, or create an account by clicking 'Sign In' at the top of the page to set up email alerts as new job postings become available that meet your interest!
Requirements
- High School Diploma or GED required
- 1-3 years previous related experience required
- Personal Lines Insurance License Or Property & Casualty Insurance License required
- Background in administering non-deposit insurance related products.
- Knowledge of consumer related insurance.
- Knowledge of Accidental Death & Dismemberment protection, Debt Cancellation, Credit Insurance, Mechanical Breakdown Protection, GAP and other related protection products
Responsibilities
- Provides World-Class Personal Service to Members seeking information on protection products offered through SchoolsFirst Federal Credit Union.
- Responsible for maintaining and updating existing policies in order to provide the most favorable coverage, cost, and terms for protection products.
- Responsible for retaining and servicing existing policies.
- Responds to Member inquiries regarding policy coverage, limitations and claim processing procedures.
- Reviews policies sold for compliance with applicable regulations.
- Maintains appropriate California Department of Insurance license(s) required to issue and service protection products available through SchoolsFirst Federal Credit Union.
- Schedules and support protection products training sessions for SchoolsFirst FCU frontline teammembers.
- Provides technical and operational assistance to frontline teammember on all protection products and procedures.
- Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
- Processes changes, including coverage changes on Member policies.
- Responsible for following up with vendors to ensure changes are processed accurately.
- Performs other duties as assigned
- Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
