Job Description

This position is responsible for providing customer service to policy holders of Property/Casualty insurance by answering questions, interpreting policies, explaining coverage, and resolving concerns; providing information verification, and resolves customer problems/complaints within the generally accepted practices which may include documented policies and procedures. Acts as a liaison between the customer and insurance companies to answer questions, promote opportunity and resolve concerns.

We are looking primarily for candidates with the following experience: 

• 3-5 YEARS MINIMUM CURRENT OR RECENT CONTINUOUS PROPERTY & CASUALTY EXPERIENCE (PERSONAL LINES LIKE AUTO AND HOMEOWNERS INSURANCE NOT COMMERCIAL) SERVICE AND/OR SALES, NOT LIFE AND HEALTH OR SERVICE OUTSIDE OF THE INSURANCE INDUSTRY
• PRIOR OR CURRENT SERVICE EXPERIENCE WORKING WITH MERCURY INSURANCE COMPANY HIGHLY DESIRED
• PRIOR EXPERIENCE WORKING FOR AN INDEPENDENT INSURANCE AGENCY
• ABILITY TO HANDLE A LARGE VOLUME OF SERVICE CALLS
• PRIOR EXPERIENCE WITH APPLIED SYSTEMS AGENCY MANAGEMENT SYSTEM LIKE TAM OR EPIC HIGHLY DESIRED
• CANDIDATE MUST BE LOCAL TO THE CHINO HILLS OFFICE.
• CANDIDATE IS REQUIRE TO WORK IN OFFICE (5) DAYS A WEEK FOR UP TO (6) MONTHS FOR LICENSING & TRAINING PURPOSES.
• ONCE TRAINING IS COMPLETED, THE MANAGER WILL CONSIDER THE CANDIDATE TO WORKING REMOTELY OR HYBRID.

KNOWLEDGE, SKILLS AND ABILITIES: • Advanced understanding of the services and products related to insurance policies being serviced. • Advanced knowledge of insurance underwriting standards, guidelines, and binding requirements; insurance industry practices and regulations. • High standards of understanding confidentiality and privacy rules in respect to customers, agency, and carriers’ requirements. • Concepts, practices and techniques of P&C technology and operation. • Effective communication, customer service, and telephone etiquette skills are necessary to work in a call/service center environment. • Strong organizational and multi-tasking skills required. • Proven ability to establish priorities and meet tight deadlines to contact customers and vendors in a timely manner. • Proven ability to make decision to ensure the highest level of standards and guidelines of the insurance program are maintained. • Proven ability to interpret and comprehend department and vendor, policies and procedures, standards, and guidelines.

EDUCATION, TRAINING AND EXPERIENCE: Potential candidates for this position must meet the following requirements: • High school or equivalent. • Active Fire and Casualty Insurance License. • Five to ten years’ experience with Property & Casualty insurance products or any combination of experience and education that would demonstrate preparedness to effectively perform the duties of the position. • CISR, CIC or other insurance professional designation directly related to the job position. • Must exceed production goals established for account rounding (cross selling) of additional insurance products and referrals to the Credit Union for other products by 25%.

One year of relevant professional-level work experience may be substituted for one year of required education.

Company Description

Kinecta Federal Credit Union is one of the nation's leading Credit Unions, with more than $4 billion in assets and serving over 285,000 member-owners across the country. From the beginning, we have helped our members fulfill their dreams. In 1940, Hughes Aircraft Employees Federal Credit Union was an idea born from a simple inconvenience: employees of the Hughes Aircraft Company were spending too much lunchtime driving downtown to handle their finances. So why not start a credit union, right there at the plant? “I went to Mr. Hughes’ office in Hollywood and talked to his secretary Nadine. I gave her all the facts and Mr. Hughes said, ‘Sure. Start the Credit Union. Just keep my name clean. I don't want anything funny going on.’ I said, you can be sure of that. And Hughes Credit Union was born.”

• Lou Merandi, Credit Union Founder & Hughes Aircraft Chief Tool Designer, 1937-1981 In October 1940 a United States government charter was issued to establish the Credit Union. Each of the 12 founders deposited $5 to make the Credit Union's total assets $60. Membership cost 25 cents and the maximum loan amount was $200. We launched our name change to Kinecta Federal Credit Union in July 2001, after serving our members proudly as Hughes Aircraft Employees Federal Credit Union for more than 60 years. As we continue to expand our position as a leader in the financial services industry our Kinecta name and logo represent our continued commitment to delivering unequalled value to the members-owners of Kinecta Federal Credit Union. Our promise: Every aspect of our organization, from our employees, to our communications, to our products and services, sets standards of excellence by remembering that our business is serving our members. And we’re committed to doing that better than anybody.