Credit Insurance Representative

6 days ago

Santa Ana, United States SchoolsFirst Federal Credit Union Full time

We're always looking for diverse, talented, service-oriented people to join our exceptional team.

Credit Insurance Representative (Insurance Protection Representative II)

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range:
$22.68 - $32.88

Scheduled Weekly Hours:

40

What You'll Be Doing

Provides excellent Member Service by supporting the Insurance programs, including maintaining required insurance licenses.

  • Responds to Member inquiries regarding policy coverage, limitations and claim processing procedures.
  • Reviews policies sold for compliance with applicable insurance regulations. Maintains California Department of Insurance license and status for life and property & casualty for SchoolsFirst FCU.
  • Schedules and conducts training sessions on insurance programs for SchoolsFirst FCU staff.
  • Prepares and balances monthly / quarterly billings for applicable products, compiles statistical reports for management and the board of directors.
  • Provides technical and operational assistance to branch personnel on all insurance products and procedures.
  • Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
  • Processes changes/endorsements which include, but not limited to, address changes, addition and deletion of vehicles and drivers, mortgage changes, coverage changes. Responsible for following up with carriers to make sure changes/endorsements are processed timely and accurately.
Additional Job Functions
  • Performs other duties as assigned
  • Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
  • High School Diploma or GED required
  • 1-3 years of previous related experience required
  • California Property and Casualty Insurance License preferred
Knowledge, Skills, and Abilities
  • Background in administering non-deposit insurance related products.
  • Knowledge of consumer related insurance.
  • Preferred knowledge of AD & D, Debt Cancellation, Credit Insurance, Mechanical Breakdown Protection, GAP and other related insurance products.


SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.

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