Member Relations Representative

1 week ago


Costa Mesa, California, United States Financial Partners Credit Union Full time

Client Support Specialist - Administrative Role

  • Accountable for generating new business opportunities, managing endorsements, and fostering enduring relationships with clients.
  • Seeking qualified licensed Property & Casualty Insurance Professionals.

KEY RESPONSIBILITIES:

  • Address inquiries from insurance providers and client concerns in a timely manner.
  • Monitor cancellations, non-payment issues, and other matters to avert coverage lapses.
  • Accurately process applications for new business, endorsements, and suspensions.
  • Handle service-related inquiries through an automated call distribution system.
  • Execute additional duties as directed by management.

We maintain high ethical standards and accountability within our organization. Team members are encouraged to voice concerns and report any breaches of company policy.

EDUCATION/EXPERIENCE:

High school diploma or equivalent required.



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