Insurance Administrator, Insurance

Redwood Credit Union is looking for an Insurance Administrator, who will perform a wide variety of semi‑routine duties to assist Members in the sales and service of ancillary products.

Customer Service:

• Provide exceptional customer service to all internal and external customers.
• Call Members referred to the insurance agency by branch, Member Service Center, or other referrals.
• Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.
• Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.
• Make and receive calls from customers to complete worksheets to facilitate insurance quotes and product claims.
• Offer and educate Members of Ancillary products.

Administrative:

• Request necessary paperwork that is not received from customers or Insurance Department team members.
• Work with credit life and disability, payment protection, GAP & MBP insurance carriers to process claims.
• Assemble and record paperwork for insurance sales as needed.
• Organize and complete both customer and insurance company inquiries.
• Update reports on a frequent basis.
• Work with Account Manager(s) to process documents for insurance sales and renewals.
• Work with Members to deliver quotes, bind coverage and service policies as requested.
• Follow up with Members to obtain additional information to provide accurate quote.
• Complete daily, weekly, and monthly lead and sales tracking reports.
• Research and solve member problems and complaints in an accurate and timely manner.
• Update database of customer information.
• Aid Insurance department team members in achieving sales and service goals.
• Perform all functions in a security conscientious manner.
• Establish systems to facilitate insurance transactions more efficiently.
• Monitor the response time of insurance quotes, sales, and service response.

Other Functions:

• Implement new CUSO/Credit Union related products and services with other team members of RCU Insurance Services.
• Provide feedback on marketing efforts.
• Visit branches/departments to promote insurance agency.

• Knowledge of financial and insurance products and services.
• Skill in the operation of a PC with the use of word processing and spreadsheet software, and modern office equipment.
• Excellent service skills.
• Ability to communicate effectively both verbally and in writing.
• Ability to effectively work on the telephone to obtain insurance information.
• Ability to complete detailed paperwork and collect documents necessary to complete insurance transactions.
• Ability to coordinate a variety of activities simultaneously and prioritize work.
• Ability and desire to work in a team environment.
• Ability to analyze situations and recommend workable solutions for customers.
• Ability to establish and maintain effective working relationships with a diverse group of people.
• Ability to manage time efficiently and follow-through on tasks.
• Ability to work weekends.

• Must have an active Property & Casualty Insurance License.
• An active Life or Life/Health Insurance License is a plus.

Base starting range: $27.00 to $35.00 hourly commensurate with experience.

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

• Competitive medical, dental, and vision insurance, mental health offerings
• Employee performance incentive plan
• Salary Advancement– Merit increase based on performance
• 401(k) program with employer match
• Time Off
  - Competitive PTO accrual plus 11 paid company holidays and your birthday off!

• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!

• Ability to lift 20 pounds.
• Ability to bend, stoop, sit, walk, twist, and turn.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors with much of the time sitting at a desk.

* Redwood Credit Union is not offering Visa transfers and/or sponsor ships for this position.

Internal Team Members:
If you are a current Team Member, please apply through the internal careers page located in RCUNET.

We are an Equal Opportunity Employer