Risk Management Specialist

6 days ago


Downey, California, United States Financial Partners Credit Union Full time

**About the Role**

This dynamic position is part of our team at Financial Partners Credit Union, where we offer a range of insurance products to our members. As an Insurance Agent - CSR (Customer Service Representative), you will be responsible for new business production, endorsements, and building lasting relationships with our large member base.

We are looking for experienced licensed Property & Casualty Insurance Agents who can provide insurance quotations, educate and assist members in making coverage decisions, and make underwriting and policy placement decisions based on customer needs.

**Key Responsibilities:**

• Provide insurance quotations for most personal lines coverages using FSC rating program and other insurance company specific rating software.

• Educate and assist members in making coverage decisions based on their specific needs.

• Make underwriting and policy placement decisions based on customer needs and in conjunction with the insurance company's guidelines.

• Complete applications for new business, process endorsements, and suspense files for accurate completion.

• Respond to insurance carrier memos and customer/member questions or issues in a timely manner.

• Annual review of member existing policies to assess coverage and make recommendations.

• Actively solicit prospects to increase sales that is consistent with the marketing plan.

• Perform additional functions at the direction of management.

**Requirements:**

• High school or equivalent.

• 3 to 5 years of experience in Personal Lines.

• Proficiency in Word, Excel, and Agency Management Systems (Hawksoft).



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