Redwood Credit Union is looking for an experienced Insurance Administrator who will provide exceptional customer service to all internal and external customers.
THE JOB (THE BIG STUFF):
- Calls members referred to the insurance agency by branch, Member Service Center or other referrals.
- Make and receive calls from customers to complete worksheets to facilitate insurance quotes and product claims.
- Works with credit life and disability, payment protection, GAP & MBP insurance carriers to process claims.
- Works with Insurance Account Manager to process documents for insurance sales and renewals.
- Works with Members to deliver quotes, bind coverage and service policies as requested.
Required Skills
WHAT'S NEEDED IN THE ROLE:
- Knowledge of financial and insurance products and services.
- Ability to effectively work on the telephone to obtain insurance information.
- Ability to collect the documents necessary to complete the insurance transaction.
- Ability to coordinate a variety of activities simultaneously and prioritize work.
- Ability to analyze situations and recommend workable solutions for customers.
- Ability to manage time efficiently and effectively.
Required Experience
ADDITIONALLY, THE IDEAL CANDIDATE HAS:
- Combination of education and experience equivalent to a high school diploma and one year of clerical and customer contact experience with a credit union, bank or Insurance Agency.
- Preferred Commercial Lines Insurance experience/Commercial CSR
- Must have a valid California Driver’s License.
- Must have an active Property & Casualty Insurance License; an active Life or Life/Health Insurance License a plus.
WHY WORK FOR REDWOOD CREDIT UNION?
- Local financial institution, providing unparalleled service since 1950
- Top 5 Healthiest Credit Union in the USA, rated by Glatt Consulting
- Voted Best Places to Work in the North Bay 15 years in a row and counting!
- Voted Best Company to do Business With in Sonoma County 4 years in a row
- Located in Santa Rosa: the heart of wine country! (1 hour north of San Francisco)
- Competitive compensation and fantastic benefits package
- World-class employee engagement scores
TELL US WHY YOU THINK YOU ARE OUR NEW INSURANCE ADMINISTRATOR!
SERVICE ~ TRUST ~ PEOPLE ~ COOPERATION
We are an Equal Opportunity Employer