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Posted 1w agoSanta Rosa, California

Insurance Administrator

MiddleOn-site (Santa Rosa)Salary undisclosed
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 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 r

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