Insurance Administrator
Redwood Credit Union · Santa Rosa, California, US
Redwood Credit Union is looking for an Insurance Administrator, who will perform a wide variety of semi-routine duties to assist Members in the sales and ser...
Job description
Redwood Credit Union is looking for an Insurance Administrator, who will perform a wide variety of semi-routine duties to assist Members in the sales and service of ancillary products. Key Responsibilities Customer Service: • 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. Administrative: • 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...