Insurance Customer Service Representative - FT - Chatsworth jobs in United States
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Premier America Credit Union ยท 20 hours ago

Insurance Customer Service Representative - FT - Chatsworth

positionChatsworth,CA,US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$23.83/hr - $29.79/hr

Premier America Credit Union is seeking an Insurance Customer Service Representative to provide service to members for insurance products. The role involves educating members on insurance products, performing policy reviews, and ensuring all member interactions follow department procedures.

BankingFinancial ServicesNon Profit

Responsibilities

Assumes responsibility for providing service to members that are insurance policy holders with the credit union, assuring department procedures are followed and goals are achieved
Maintains a complete understanding of the insurance products offered, educates members on the value of the products and be capable of issuing new insurance policies on the platform of all the appointed carriers
Performs policy reviews and policy rewrites to offer the best possible solution for members and the credit union
Uses the Carriers and credit union underwriting guidelines and business appetite to complete policy endorsements and cross sell other suitable products to members
Conducts every member interaction following the procedures, standards and playbook of the Property Insurance Department
Assumes responsibility for member service transactions including, but not limited to policy changes, inquiries, payments, quotes and endorsements of policies
Completes all tasks assigned in the daily suspense queue by the end of each workday
Documents all interactions with members and insurance prospects in CMS agency management system and set suspense for follow up

Qualification

P&C insurance licenseInsurance product knowledgeSalesMarketing techniquesInterpersonal skillsCommunication skillsOrganizational skillsProblem-solving abilities

Required

Previous experience with and thorough understanding of the insurance products sold, and the terminology used in the industry
Requires and maintains an active P&C insurance license clear of judgements in the states where the credit union conducts business
Understands product positioning and competitive conditions
Knowledge of Credit Union products and services
Knowledge of sales and marketing techniques and principles
Strong interpersonal and public relations skills
Excellent sales abilities, with solid presentation skills
Professional verbal and written communication skills
Good organizational and follow-through skills
Good problem-solving abilities
Able to work well independently

Benefits

Competitive pay
Subsidized health care including medical, dental and vision
FSA and HSA
Pet Insurance
Company-Paid Life and A&D insurance
Discounts on loans (must be a member)
Paid Vacation, Holiday, and Sick time
401k Retirement Saving Plan with a 6% safe harbor employer match
Educational Assistance Program and more!

Company

Premier America Credit Union

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Premier America is a credit union that offers online banking services.
dateFounded in 1957
location
Chatsworth, California, USA
people-size201-500 employees
web-link
https://www.premieramerica.com/home

Funding

Current Stage
Growth Stage

Leadership Team

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Jason Wolkove
Chief Technology Officer
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Ernesto Norona
Chief Operating Officer
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Company data provided by crunchbase