DCU Insurance Agency Coordinator

1 month ago

Marlborough, Massachusetts, United States Digital Federal Credit Union Full time
Job Summary

We are seeking a highly skilled and detail-oriented Insurance Agency Coordinator to join our team at Digital Federal Credit Union. This is a hybrid role that will work closely with our management team to assist with reporting, analytics, and insurance team marketing.

Key Responsibilities
  • Manage daily sales referrals/leads to producers to quote.
  • Oversee the agency inbox of sales/service activities.
  • Complete daily downloads, scans, and completes agency mail and returned mail. Assign Edocs to clients in the system, run the close day procedures.
  • Conduct daily audits of new business/rewrites.
  • Analyze and prepare reports from first initial contact/FIC activity codes.
  • Prepare and present weekly agency huddle reports.
  • Analyze and prepare key measures productivity reports KPI for individual producers along with agency.
  • Prepare new business sales reports and sends to distribution list.
  • Prepare Risk Dashboard report.
  • Prepare Cancellation report.
  • Analyze and prepare monthly comparison book of business report.
  • Pull Commissions reports and files for accounting audits.
  • Prepare Service Improvement Dashboard monthly reports for management.
  • Quarterly post audits from AM Best Carriers.
  • Compile monthly production reports.
  • Create and distribute renewal letters upon request of Team Leader for policy renewals.
  • Craft retention reports for management.
  • Maintain office supplies and agency team outlook shared calendar updates.
  • Periodically review quality assurance within agency by reviewing completed policies and change requests. Report and review findings with team leader and/or manager.
  • Periodically review and update agency procedures manual.
  • Track producer and agency licenses along with continuing education.
  • Assist team members, team leader, and/or manager with day-to-day activities. Providing back-up support, including all clerical administrative tasks, along with phone queue triage.
  • Perform other job-related duties as assigned by team leader and/or manager.
Requirements
  • MA Personal Lines Insurance License favored.
  • Experience working in an agency environment preferred.
  • Working knowledge of rating and underwriting personal lines products.
  • Working knowledge of personal lines insurance products and their application.
  • Understanding of insurance markets and agency management systems and procedures.
Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers/laptop, phones queues, copier/scanner, filing, and fax machines. A working knowledge of creating PowerPoint presentations and experience with excel reports and Power BI a plus. We offer a hybrid work model for our DCU Insurance needs.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.

Travel

Seldom/limited to training within DCU buildings.

Service Excellence: The DCU Way

All employees are expected to provide service excellence the "DCU Way" through teamwork and by providing quality service to internal and external members, incorporating the Guiding Principles of DCU's culture:

  • People come first.
  • Do the right thing.
  • Make a difference.
Bank Secrecy Act (BSA)

All Credit Union employees are required to complete all BSA related training annually and maintain knowledge of current BSA policies, specifically those related to functions performed within the department and identify and report possible suspicious activity.

We are proud to be a Equal Opportunity Employer/ Protected Veterans/Individuals with Disabilities.

  • DCU Insurance Agency Coordinator

    4 weeks ago

    Marlborough, Massachusetts, United States Digital Federal Credit Union Full time

    Job Summary:We are seeking a highly skilled and organized Insurance Agency Coordinator to join our team at Digital Federal Credit Union. As a key member of our insurance team, you will be responsible for assisting management with reporting, analytics, and marketing efforts. Your primary focus will be on optimizing department efficiency by assisting with...

  • Mortgage Loan Processor II Position

    4 weeks ago

    Marlborough, Massachusetts, United States DCU Inc. Full time

    Job SummaryWe are seeking a skilled Mortgage Loan Processor II to join our team at DCU Inc. The successful candidate will be responsible for reviewing, analyzing, and processing loan files to prepare them for underwriter approval.Key ResponsibilitiesLoan Processing: Review and analyze loan files to ensure accuracy and completeness, and process loans...

  • Care Coordinator

    4 weeks ago

    Marlborough, Massachusetts, United States Guardian Angel Senior Services Full time

    Our Mission:We strive to provide exceptional care services with compassion, enhancing the quality of life for our clients through attentive and subtle support. We aim to maintain their dignity and independence while serving their needs with honor and integrity.Job Description:The Transitional Assistance Coordinator will play a vital role in assisting...

  • HVAC Service Coordinator

    1 month ago

    Marlborough, Massachusetts, United States A&L Plumbing, Heating and Cooling Inc Full time

    Job OverviewA&L Plumbing, Heating, and Cooling Inc. is seeking a highly skilled HVAC Dispatcher to join our team. As a key member of our operations team, you will be responsible for dispatching and coordinating our service technicians to ensure timely and efficient service delivery to our customers.Key Responsibilities:Maintain and update the service and...

  • Front Office Operations Coordinator

    3 weeks ago

    Marlborough, Massachusetts, United States Buffalo Lodging Associates, LLC Full time

    Job DescriptionWe are seeking a highly skilled Front Office Supervisor to oversee the front office operations of our hotel.The ideal candidate will have excellent customer service skills and be able to work effectively in a fast-paced environment.Key Responsibilities:Coordinate front office operations, including guest services and front desk duties.Supervise...

  • Warehouse Logistics Coordinator

    4 weeks ago

    Marlborough, Massachusetts, United States Thayer Power & Communication Line Construction Co. LLC Full time

    Job Summary:Thayer Power & Communication Line Construction Co. LLC is seeking a highly skilled Warehouse Logistics Coordinator to join our team. As a key member of our logistics team, you will be responsible for assisting with warehouse operations, making deliveries, and performing various tasks related to inventory management.Key Responsibilities: Assist...

  • Care Coordinator for Adults with Disabilities

    4 weeks ago

    Marlborough, Massachusetts, United States Guardian Angel Senior Services Full time

    Our Mission: At Guardian Angel Senior Services, we strive to provide exceptional care and support to adults with disabilities, ensuring they live a safe and fulfilling life. We are seeking a skilled Transition Specialist to join our team and make a meaningful difference in the lives of our clients.Job Summary: The Transition Specialist will work...

  • Sale Coordinator for Asian Art and Tribal Art Departments

    4 weeks ago

    Marlborough, Massachusetts, United States Bonhams Full time

    About BonhamsBonhams is a global auction house with a rich history and a commitment to excellence. Our global operations are based in key locations around the world, where we sell in a wide range of categories, including art, antiques, and collectibles.About the DepartmentsThe Bonhams Skinner Asian Art Department and the Bonhams Skinner Tribal and Native...

  • Wildlife Habitat Management Program Coordinator

    4 weeks ago

    Marlborough, Massachusetts, United States State of Connecticut Full time

    Job SummaryThe State of Connecticut is seeking a highly motivated and detail-oriented individual to join our team as a Wildlife Habitat Management Program Coordinator. In this role, you will be responsible for maintaining and improving wildlife habitats throughout the state, working closely with our team to ensure the success of our conservation efforts.Key...

  • Project Coordinator

    4 weeks ago

    Marlborough, Massachusetts, United States The Training Associates Full time

    Job Title: Customer Project ManagerJob Summary:We are seeking a highly skilled Customer Project Manager to join our team at The Training Associates. As a key member of our team, you will be responsible for project success from inception to completion.Key Responsibilities:Build trusted relationships with stakeholders, subject-matter experts, and talent...

  • Office Coordinator

    4 weeks ago

    Marlborough, Massachusetts, United States Connecticut State Gov Full time

    Key Responsibilities:As an Office Assistant at the Connecticut State Government, you will be responsible for performing a variety of administrative tasks, including typing materials, setting up and maintaining office procedures, and composing routine correspondence.Key Skills: Strong typing skills Excellent organizational and communication skills Ability to...

  • Physical Therapist Assistant

    4 weeks ago

    Marlborough, Massachusetts, United States Amedisys Home Health Care - Marlborough Full time

    Job Summary: We are seeking a skilled Physical Therapist Assistant to join our team at Amedisys Home Health Care - Marlborough. As a PTA, you will provide high-quality home health care services to patients in their homes, working closely with our interdisciplinary team to ensure seamless care delivery.Key Responsibilities: Provide physical therapy services...

  • Art Logistics Coordinator

    1 month ago

    Marlborough, Massachusetts, United States Bonhams Full time

    Job OverviewBonhams Skinner is seeking a highly motivated and organized individual to join our team as an Art Handler. This role will involve assisting with the transportation and handling of fine art and collectibles, as well as providing exceptional customer service to our clients.Key ResponsibilitiesAssist with the transportation of artwork to and from...

  • Automation Project Coordinator

    3 weeks ago

    Marlborough, Massachusetts, United States Entegee Full time

    Job Title: Recruiter IISeeking a highly skilled Recruiter II to develop and execute effective recruiting plans and strategies, attracting top talent and filling open positions.Key Responsibilities:Source and identify qualified candidates using various tools and resources.Manage multiple clients and competing demands in a high-volume environment, ensuring...

  • Warehouse Logistics Coordinator

    1 month ago

    Marlborough, Massachusetts, United States Thayer Power & Communication Line Construction Co. LLC Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Warehouse Driver to join our team at Thayer Power & Communication Line Construction Co. LLC. As a key member of our logistics team, you will be responsible for assisting with warehouse operations, making deliveries, and performing various tasks related to inventory management.Key...

  • Regulatory Affairs Expert

    3 weeks ago

    Marlborough, Massachusetts, United States Hobson Prior Full time

    Hobson Prior is a leading life sciences recruitment agency dedicated to connecting exceptional professionals with top biotechnology companies. As a Director of Regulatory Affairs, you will play a vital role in ensuring compliance with regulatory requirements and developing strategic plans for new drug applications.This position is based in the US and offers...

  • Licensed Practical Nurse

    1 month ago

    Marlborough, Massachusetts, United States Sevita Full time

    Job Title: Licensed Practical Nurse - Adult Day CareMENTOR Adult Day Health, a member of the Sevita family, provides day programs for elders with complex medical or rehabilitative needs.This allows seniors to obtain quality healthcare while remaining active and involved in the community and continuing to live in their own homes.Our programs are staffed with...

  • Nurse Practitioner

    4 weeks ago

    Marlborough, Massachusetts, United States Sevita Full time

    Mentor Adult Day Health, a member of the Sevita family, provides day programs for seniors with complex medical or rehabilitative needs.This allows seniors to receive quality healthcare while remaining active and involved in their communities and continuing to live in their own homes.Our programs are staffed with qualified, experienced licensed nurses and...

  • Marketing Communications Director

    4 weeks ago

    Marlborough, Massachusetts, United States IPG Photonics Full time

    IPG Photonics is a pioneering developer and leading producer of fiber lasers, laser systems, and laser technology. As a global company with over 6,500 employees in more than 30 locations worldwide, we are committed to attracting and retaining the best talent in an engaged, diverse, and thriving workforce.Job SummaryWe are seeking a highly experienced...

  • Mechanical Project Manager

    1 month ago

    Marlborough, Massachusetts, United States Guardian Energy Management Solutions Full time

    About the RoleThe Mechanical Project Manager will play a vital role in the success of our projects, working closely with the Installation Managers to ensure seamless execution and coordination with subcontractors.This key position will oversee Project Engineering activities, manage project budgets, and provide technical expertise to design teams and...