Insurance Administrator

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.

• 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.

• Aid Insurance department team members in achieving sales and service goals.

• Perform all functions in a security conscientious manner.

• Establish systems to facilitate insurance transactions more efficiently.

• Monitor the response time of insurance quotes, sales, and service response.

• Implement new CUSO/Credit Union related products and services with other team members of RCU Insurance Services.

• Provide feedback on marketing efforts.

• Visit branches/departments to promote insurance agency.

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.