Insurance Services Representative

Overview

The Insurance Service Representative will manage phone call traffic, process policy endorsements, and handle various client account services, including issuing certificates of insurance and managing billing. This position will oversee document flow in the agency management system, update member information, and ensure compliance with industry standards. Additionally, will engage with members to understand their needs and educate them about credit union services.

Demonstrates Dupaco Values:
Rooted in Trust, Empathetic Understanding, Strengthening Relationships, Advocate for All and Invest in You

• Engaging members by recognizing needs and educating them on appropriate credit union services
• Managing flow of phone calls into the agency and assign to the appropriate staff as needed
• Processing policy endorsements by tracking and completing activities within the agency management system
• Provide ongoing servicing of client accounts such as issuing certificates of insurance and processing various items (i.e. policy changes, payments, and billing, issuing , declarations, and binders as needed, etc.)
• Managing the flow of documents in and out of the agency management system including any company correspondences, new and cancelled policies, and insurance agency email inbox
• Updating appropriate information in Dupaco’s member management system as needed
• Maintaining compliance with all relevant statutory and industry requirements and codes
• Processing address changes and associated endorsements in conjunction with credit union workflow
• Processing endorsements as requested and determine charges for policy changes, collect deposits or payments, and/or arrange for billing
• Taking first loss notices from members and filing claims with carriers and ensuring appropriate documentation within the agency management system
• Serving as back up for assisting with sales overflow and walk-in clients
• Serving as back up for maintaining and tracking any necessary agency production reports
• Performing other duties as assigned

• High school diploma or equivalent
• Some experience in a service industry
• Personal and Casualty License, preferred or ability to obtain
• Ability to acquire and maintain necessary insurance licenses including continuing education credits
• Excellent interpersonal and communication skills to represent the financial institution in a positive and professional way when dealing with membership, vendors, and other staff members
• Strong problem-solving skills, and an aptitude for learning new technologies
• Highly organized, detail-oriented, and able to manage multiple projects simultaneously

Full-time position with Dupaco Credit Union. This employer is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Applicants will be notified of rights pursuant to federal employment laws; for more information, review the Know Your Rights notice from the Department of Labor.

Preferred

Bachelor’s degree

Preferred

Insurance industry experience

Required

Detail Oriented
:
Capable of carrying out a given task with all details necessary to get the task done well

Required

Self-Starter
:
Inspired to perform without outside help

Ability to Make an Impact
:
Inspired to perform well by the ability to contribute to the success of a project or the organization

Growth Opportunities
:
Inspired to perform well by the chance to take on more responsibility

Preferred

IP Personal Lines

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.