Insurance Account Manager

6 days ago


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

**Insurance Customer Service Representative Role at Financial Partners Credit Union**

This dynamic role is responsible for new business production, endorsements, and building lasting relationships with our large member base. We offer multiple providers of auto, home, and other lines of insurance and are looking for experienced licensed Property & Casualty Insurance Agents.

**Key Responsibilities:**

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

• Educate and assist members in making coverage decisions based upon 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 file 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.

**Professional Requirements:**

• High school or equivalent.

• 3 to 5 years of experience in Personal Lines.

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

**Company Culture:**

We share a collaborative obligation to ensure that we conduct ourselves in the utmost ethical manner and that we hold each other accountable to the values and standards of the organization. Every Partner has the responsibility to ask questions, seek guidance, and report concerns and/or violations of company policy or ethical standards. Financial Partners Credit Union has several processes in place to communicate with leadership and expects that partners will have a commitment to integrity and uncompromising values.



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