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.
\n 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.
\nCompensation: 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 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! Why work for Redwood Credit Union? • Local financial institution, providing unparalleled service since 1950 • Recognized by Newsweek as one of "America's Best Credit Unions 2024"
• Top 5 Healthiest Credit Union in the USA, rated by Glatt Consulting • Voted Best Places to Work in the North Bay 19 years in a row • World-class employee engagement scores • Rated Superior in Service by more than 90% of Members, surveyed by SF Gate • Recognized by Forbes as one of "America's Best Small Employers 2023" 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