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Hybrid Insurance Service Representative II chez SchoolsFirstFCU

SchoolsFirstFCU ·  Santa Ana, CA, États-Unis d'Amérique · Hybrid

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We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Insurance Service Representative II

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range:

$22.68 - $32.88

Scheduled Weekly Hours:

40

What You’ll Be Doing
Provides excellent service to Members seeking information on insurance products offered through SchoolsFirst Insurance Services. Responsible for maintaining and updating existing policies in order to provide the most favorable coverage, cost, and terms for Property and Casualty insurance products. Responsible for retaining and servicing existing accounts.
  • Serves currently insured Members through various service channels, including, but not limited to phone, in-person, or digitally. Process changes/endorsements, which include, but not limited to, address changes, addition and deletion of vehicles and drivers, and coverage changes. Responsible for following up with carriers to make sure changes/endorsements are processed timely and accurately.
  • Responds to insurance company memos such as requests for exclusion forms, employment information, undeliverable mail, inquiries of potential household members.
  • Handles day-to-day administrative functions including Member service follow up.
  • Responsible for reviewing policy renewals and cancellations.
  • Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
  • Responsible to maintain knowledge of underwriting and rating procedures for private passenger auto policies. Ensures comprehensive underwriting guidelines are met on private passenger auto products and services offered through Insurance Services. Updates the team and frontline on relevant changes to insurance products.
  • Works closely with Members to provide solutions for their ongoing insurance needs, which may include processing policy changes and responding to Member inquiries regarding existing insurance accounts.
  • Supports and assists Insurance Representative team members with daily duties.
  • Access to developmental opportunities; including, but not limited to, training for policy maintenance activities for all personal lines policies.

Additional Job Functions

  • Performs other duties as assigned
  • Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions

Qualifications
  • High School Diploma or GED required
  • 1-3 years of previous related experience required
  • Property Casualty Insurance License
Knowledge, Skills, and Abilities
  • Well-versed in all areas of private passenger automotive insurance.

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.

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