Insurance Services Associate - Part Time

Insurance Services Associate - Part Time

1 day ago Be among the first 25 applicants

Description

Polish National Credit Union stands strong as a full‑service, member‑owned credit union, offering a complete line of personal and business banking products, financial and insurance products, and services. Since our inception in 1921, Polish National has grown to meet the needs of our communities. We proudly support the community through non‑profit and educational initiatives. An important aspect of all positions at the credit union is to fulfill our mission “To Grow Lasting Relationships to Improve People’s Lives.”

We are currently seeking a self‑motivated, energetic individual to join our team as a part‑time Insurance Services Associate. The ideal candidate will have strong interpersonal and communication skills, eagerness to make an impact, and a strong work ethic. Proficiency in MS Excel, Word, and Outlook is required. There is a high potential for growth in this position, with the opportunity to become a licensed producer with commission opportunities to propel your career to new heights.

Experience preferred but not required.

We are committed to providing fair and equitable compensation opportunities for all team members. We take pride in offering growth and professional development opportunities that support our employees’ continued success. Our compensation practices allow team members to progress through the salary range over time as they grow in their roles. The actual base pay offered will be determined based on factors including, but not limited to, a candidate’s skill, relevant experience, and work location.

Responsibilities

• Service all aspects of customer accounts (policy changes, binder preparation, billing questions, coverage inquiries)
• Support Producer through new business acquisition process
• Maintain existing book of business through renewal review process
• Handle correspondence with insurers, insureds, & co‑workers in a timely manner
• Handle inbound/outbound calls and answer questions from members regarding automobile, home, recreational vehicle, motorcycle, landlord insurance, and umbrella coverage
• Quote and prepare automobile, home, recreational vehicle, motorcycle, landlord insurance, and umbrella coverage
• Handle annual reviews of existing customers and verify information on the policy is correct
• Assist clients in processing claims
• Handle day‑to‑day operations, endorsements, claims, and payments
• Work with the agency management system to record daily deposits and handle downloads of new business and endorsements
• Calculate and quote premium rates for specific policies
• Anticipate future needs and call on established clients to renew and upgrade accounts
• Develop long‑term relationships
• Cross‑sell PNCU products (referrals) to members and potential members, and have a basic understanding of the credit union’s products and services

Benefits

Polish National Credit Union offers an attractive compensation and benefits package, including health, dental, vision, flexible spending accounts, generous 401(k) with employer match, student loan repayment program, and tuition assistance.

Equal Opportunity Employer

Our Credit Union is an equal‑opportunity employer. All applicants will be considered regardless of race, color, creed, religion, sex, sexual orientation, national origin, age, marital or veteran status; medical condition, disability; genetic information, or any other legally protected status. Equal access to the hiring process, services, and employment is available to all persons.

Requirements

• High school diploma or equivalent
• Strong interpersonal and communication skills
• Superior organizational and problem‑solving skills
• Self‑directed motivation, innovation, and accuracy within tasks assigned
• Results‑oriented and able to prioritize multiple tasks
• Proficient knowledge of Microsoft Office
• Excellent verbal and written communication skills
• Strong attention to detail

Entry level

Part‑time