Redstone Federal Credit Union · 2 weeks ago
Commercial Insurance Specialist - Redstone Insurance Services
Huntsville, AL
Full-time
Onsite
Mid Level
3+ years expRedstone Federal Credit Union is a financial services facility that provides a range of services to its members. The Commercial Insurance Specialist serves as a Property & Casualty Insurance Agent, responsible for selling and servicing insurance products while ensuring member satisfaction and compliance with regulatory requirements.
BankingFinancial Services
Responsibilities
Maintains a professional image and demeanor at all times consistently demonstrating Agency PREPARED Core Values and adhering to the Agency Code of Ethics. Delivers friendly, caring service to internal and external members
Meets with members; assesses their needs and concerns; explains features and merits of insurances policies offered; recommends amount and type of coverage based on analysis of member's circumstances
Develop and execute a plan to expand P & C client base and obtain new client accounts. Providing professional risk management advice regarding available products and services
Documents and processes requests for new products and services, including, but not limited to; calculating and quoting premium rates; completing applications, collecting premiums to bind coverage, and determining payment methodology
Assists policyholders with insurance claims, changes, and renewing or upgrading accounts
Provide immediate follow up on referrals and with existing client to insure client satisfaction with program and insurance products
Provides technical guidance and assistance to staff; researches and resolves escalated issues and problems
Provides insurance referral training and works with the Investment Executives to promote financial planning strategies
Complies with all applicable regulatory requirements, Agency and Credit Union policies and procedures
Adheres to all security procedures and maintains strict confidentiality of all member information
Completes training and self-study to achieve and maintain required knowledge of Agency and Credit Union products, services and overall operations
Completes required on-line regulatory and compliance training, on a semi-annual basis, including but not limited to; Bank Secrecy Act, Anti-Money Laundering and USA Patriot Act
Qualification
Required
High School Diploma
3 years Insurance Industry experience
AL P&C Insurance License
TN P&C Insurance License
Effectively apply internal and external customer service practices and processes to meet quality service standards and achieve member satisfaction
Learn and apply information, on a wide range of Redstone Services Group products, services and regulatory compliance requirements, in order to assess member situations and develop solutions
Resolve problems utilizing advanced knowledge and experience
Communicate in a professional manner and deliver information clearly and effectively
Actively listen to questions, opinions and ideas of others
Use tact and diplomacy in sensitive and confidential situations
Use correct English including spelling, grammar and punctuation
Operate computers and use business software and other standard office equipment
Understand and follow written and oral instructions
Set priorities and manage one's own time effectively
Company
Redstone Federal Credit Union
Redstone Federal Credit Union provides financial services to people with a common bond
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Wayne Sisco
Sr. Executive Vice President / Chief Financial Officer
Ericka Gorman, MBA,PMP,CBAP
Senior Vice President/ CLO
Recent News
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