Credit Insurance Representative II
SchoolsFirst Federal Credit Union, Santa Ana, CA, United States
Pay Range
$24.20 - $35.09
Scheduled Weekly Hours 40
What You’ll Be Doing Provides World-Class Personal Service to Members seeking information on protection products offered through SchoolsFirst Federal Credit Union. Responsible for maintaining and updating existing policies in order to provide the most favorable coverage, cost, and terms for protection products. Responsible for retaining and servicing existing policies.
Responds to Member inquiries regarding policy coverage, limitations and claim processing procedures.
Reviews policies sold for compliance with applicable regulations. Maintains appropriate California Department of Insurance license(s) required to issue and service protection products available through SchoolsFirst Federal Credit Union.
Schedules and support protection products training sessions for SchoolsFirst FCU frontline teammembers.
Provides technical and operational assistance to frontline teammember on all protection products and procedures.
Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
Processes changes, including coverage changes on Member policies. Responsible for following up with vendors to ensure changes are processed accurately.
Additional Job Functions
Performs other duties as assigned.
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
Qualifications
High School Diploma or GED required.
1-3 years previous related experience required.
Personal Lines Insurance License or Property & Casualty Insurance License required.
Knowledge, Skills, And Abilities
Background in administering non-deposit insurance related products.
Knowledge of consumer related insurance.
Knowledge of Accidental Death & Dismemberment protection, Debt Cancellation, Credit Insurance, Mechanical Breakdown Protection, GAP and other related protection products (Preferred).
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring. SchoolsFirst Federal Credit Union is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits 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. This organization participates in E-Verify.
#J-18808-Ljbffr
Scheduled Weekly Hours 40
What You’ll Be Doing Provides World-Class Personal Service to Members seeking information on protection products offered through SchoolsFirst Federal Credit Union. Responsible for maintaining and updating existing policies in order to provide the most favorable coverage, cost, and terms for protection products. Responsible for retaining and servicing existing policies.
Responds to Member inquiries regarding policy coverage, limitations and claim processing procedures.
Reviews policies sold for compliance with applicable regulations. Maintains appropriate California Department of Insurance license(s) required to issue and service protection products available through SchoolsFirst Federal Credit Union.
Schedules and support protection products training sessions for SchoolsFirst FCU frontline teammembers.
Provides technical and operational assistance to frontline teammember on all protection products and procedures.
Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
Processes changes, including coverage changes on Member policies. Responsible for following up with vendors to ensure changes are processed accurately.
Additional Job Functions
Performs other duties as assigned.
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
Qualifications
High School Diploma or GED required.
1-3 years previous related experience required.
Personal Lines Insurance License or Property & Casualty Insurance License required.
Knowledge, Skills, And Abilities
Background in administering non-deposit insurance related products.
Knowledge of consumer related insurance.
Knowledge of Accidental Death & Dismemberment protection, Debt Cancellation, Credit Insurance, Mechanical Breakdown Protection, GAP and other related protection products (Preferred).
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring. SchoolsFirst Federal Credit Union is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits 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. This organization participates in E-Verify.
#J-18808-Ljbffr