Insurance Administrator

• 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.

Minimum Qualification: Knowledge, Skills and Abilities

• Knowledge of financial and insurance products and services.
• Skill in the operation of a PC with the use of word processing and spreadsheet software, and modern office equipment.
• Excellent service skills.
• Ability to communicate effectively both verbally and in writing.
• Ability to effectively work on the telephone to obtain insurance information.
• Ability to complete detailed paperwork and collect documents necessary to complete insurance transactions.
• Ability to coordinate a variety of activities simultaneously and prioritize work.
• Ability and desire to work in a team environment.
• Ability to analyze situations and recommend workable solutions for customers.
• Ability to establish and maintain effective working relationships with a diverse group of people.
• Ability to manage time efficiently and follow-through on tasks.
• Ability to work weekends.

Licenses and Certifications

• Must have an active Property & Casualty Insurance License.

• An active Life or Life/Health Insurance License is a plus.

• Competitive medical, dental, and vision insurance, mental health offerings

• Employee performance incentive plan

• Salary Advancement– Merit increase based on performance

• 401(k) program with employer match

• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans

• RCU employees are eligible for a 1% discount on all recreational or boat loan products

• 2% discount off Visas and LOC Loans through RCU

• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.

• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.

• 0% interest on garment, fitness, or home office equipment loan of up to $500

• 100% financing for employee purchased homes!

• Ability to lift 20 pounds.

• Ability to bend, stoop, sit, walk, twist, and turn.

• Ability to use a computer keyboard and calculator.

• Work environment is indoors with much of the time sitting at a desk.

• Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at careers@redwoodcu.org. To ensure fairness and consistency, we’re unable to respond to individual inquiries about application status.