Insurance Administrator - Commercial Lines

At Redwood Credit Union we are on a journey to re-imagine the way we do business, and we can’t do it without you - our next great hire. Since 1950, Redwood Credit Union has been helping people reach their financial goals and dreams with a focus on helping others. As a not-for-profit financial institution, our passion is for helping our Members meet their financial needs, whether it’s through better rates, low or no fees, or expanded services. That people-first approach holds true for our employees, too. Our work environment is built on service and trust. It's all possible with a leadership team committed to hiring talented people and helping them develop their careers.
As an Insurance Administrator for Commercial Insurance Line, this role will perform a wide variety of semi-routine duties to assist Members in the sales or service of ancillary products.

Essential Functions:

• 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.
• 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.

Minimum Qualifications:

• 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.
• 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 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. Saturday work schedule can be required.

Licenses and Certifications:

• Must have a valid California Driver’s License.
• Must have an active Property & Casualty Insurance License.
• An active Life or Life/Health Insurance License is a plus.

Education and Experience:

• A combination of education and experience equivalent to a high school diploma with a minimum of one (1) year of clerical and customer contact experience with a Credit Union, bank, or Insurance Agency.

Compensation: Starting hourly range is $25.00 to $33.00 per hour 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.
Redwood Credit Union offers a robust benefits package to our eligible employees including:•  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 Discounts and Perks-•  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 s