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Program Analyst, Senior - CSPT

Redwood Credit Union

Program Analyst, Senior - CSPT

Santa Rosa, CA
Full Time
Paid
  • Responsibilities

    Wanting to work at a place that refers to “Service” not as a colloquialism, but rather as a daily motto and mission? Look no further: REDWOOD CREDIT UNION IS LOOKING FOR A PERSONAL LINES AGENT THAT WANTS SOMETHING MORE!

    As the Personal Lines Agent, you will be responsible for a variety of tasks which would include:

    • Provide exceptional customer service to all internal and external customers.
    • Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.
    • Make and receive calls from customers to facilitate personal insurance quotes
    • Research and solve member problems and complaints in an accurate and timely manner.
    • Update database of customer information.
    • Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.
    • Handle policy maintenance (new, renewal, changes, binders, etc.) done in AMS360 in a timely manner – including Statement of Values along with Renewal letter for all personal lines
    • Be familiar with rating and provide quotes to prospects and existing clients
    • Follow-up with customers to obtain additional information to provide accurate quotes.
    • Obtain the best price and protection for our clients
    • Ensure all quotes are documented and saved in the AMS360 system
    • Process all new business, renewal business, etc. in personal lines department in a timely manner
    • SERVICING AND WORKING WITHIN TERRITORY: SANTA ROSA, ROHNERT PARK AND PETALUMA BRANCHES. ROTATION IN EACH BRANCH, SPLITTING TIME AS NEEDED. Liaison between front office and agency.

    Required Skills

    KNOWLEDGE, SKILLS AND ABILITIES

    • Knowledge of financial and insurance products and services.
    • Knowledge of the AMS360 operating system.
    • Bilingual Spanish highly preferred.
    • Skill in the operation of personal computers, software and printers.
    • Skill in the operation of modern office equipment.
    • Proficient in Word, Excel and Microsoft Office.
    • Excellent services 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.
    • Ability to collect the documents necessary to complete the insurance transaction.
    • 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 effectively.
    • Ability to follow through on tasks.

    Required Experience

    LICENSES AND CERTIFICATIONS

    • Must have a valid California Driver’s License.
    • Must have an active Property & Casualty Insurance Agent/Broker’s License

    EDUCATION/EXPERIENCE

    A combination of education and experience equivalent to a high school diploma and five years insurance industry experience.

     

    Mandatory Vaccination Policy: As a condition of employment, new hires must be fully vaccinated against COVID-19 on or before the first day of employment (subject to legally mandated exemptions).

     

    SERVICE ~ TRUST ~ PEOPLE ~ COOPERATION We are an Equal Opportunity Employer

  • Qualifications

    KNOWLEDGE, SKILLS AND ABILITIES

    • Knowledge of financial and insurance products and services.
    • Knowledge of the AMS360 operating system.
    • Bilingual Spanish highly preferred.
    • Skill in the operation of personal computers, software and printers.
    • Skill in the operation of modern office equipment.
    • Proficient in Word, Excel and Microsoft Office.
    • Excellent services 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.
    • Ability to collect the documents necessary to complete the insurance transaction.
    • 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 effectively.
    • Ability to follow through on tasks.
  • Industry
    Financial Services