Insurance Representative

Redwood Credit Union is looking for an Insurance Representative, who will provide inside insurance sales support and service to RCU Members and RCUIS insureds interacting by phone, email or through virtual methods. The ideal individual is eager to build relationships by following-up on warm insurance sales leads and providing day-to-day servicing of clients or potential clients. Responsibilities to include addressing various coverage issues, handling inside service and sales work associated with existing polices, all endorsement activity, routine coverage questions, problem solving, renewals, and the binding of policies.   Key Responsibilities Service: • Provide exceptional customer service to all internal and external customers. • Follow up with Members referred to the insurance agency by branch, Member Service Center, or other departments to assist with insurance needs. • Quote and bind new policies from leads or from existing insurance book. • Assist customers with insurance questions, provide coverage options, and resolve problems as appropriate. • Complete worksheets to facilitate insurance quotes and product claims. • Provide consistent, accurate, and timely communication to insureds through, verbal, electronic, and written correspondence. • Inform and educate customers about coverage, exclusions, and exposures. • Maintain client files in the AMS and use the AMS for processing all transactions and documentation. • Facilitate and respond promptly and appropriately to dai