Insurance Protection Representative II

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Pay

Pay Range: $24.56 - $35.62

Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Schedule

Scheduled Weekly Hours: 40

Responsibilities

Provides World-Class Personal Service to Members seeking information on protection products offered through SchoolsFirst Federal Credit Union.

• Maintains and updates existing policies in order to provide the most favorable coverage, cost, and terms for protection products.
• Retains and services 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 supports protection products training sessions for SchoolsFirst FCU frontline team members.
• Provides technical and operational assistance to frontline team members 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.
• Follows 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.

Requirements

• High School Diploma or GED required.
• 1-3 years of prior related experience required.
• Personal Lines Insurance License or Property & Casualty Insurance License required.

Skills

• 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.