Insurance Protection Specialist

3 weeks ago


Santa Ana, California, United States SchoolsFirst Federal Credit Union Full time

We're seeking a skilled Insurance Protection Specialist to support our exceptional team at SchoolsFirst Federal Credit Union.

The ideal candidate will have a background in administering non-deposit insurance related products and knowledge of consumer related insurance.

Responsibilities include:

  • Providing excellent Member Service by supporting the Insurance programs, including maintaining required insurance licenses.
  • Responding to Member inquiries regarding policy coverage, limitations and claim processing procedures.
  • Reviewing policies sold for compliance with applicable insurance regulations.
  • Scheduling and conducting training sessions on insurance programs for SchoolsFirst FCU staff.
  • Preparing and balancing monthly/quarterly billings for applicable products, compiling statistical reports for management and the board of directors.
  • Providing technical and operational assistance to branch personnel on all insurance products and procedures.
  • Providing consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
  • Processing 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.

Qualifications include:

  • High School Diploma or GED required.
  • 1-3 years of previous related experience required.
  • California Property and Casualty Insurance License preferred.

SchoolsFirst FCU is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We are an equal opportunity employer and prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit 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.



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