Junior Licensed Insurance Representative

About the role

The Junior Licensed Insurance Representative works closely with various team members including License Insurance Repersentatives, Senior License Insurance Representatives, Insurance Processors Senior Account Managers, Account Managers, Licensed Insurance Agents, and Advisors. The primary duties include providing accurate, timely, and professional service to all members and staff of GreenState in daily transactions and inquiries. They also answer questions regarding GreenState Insurance products and services, focusing on policy retention, member service, and sales support.

Responsibilities

• Adheres to GreenState's core values and Service Standards.
• Demonstrates a positive member service (internal and external) focus.
• Works collaboratively with coworkers.
• Maintains confidentiality of member information.
• Fosters a diverse and inclusive work environment.
• Develops a thorough understanding of agency management systems, insurance company sites, underwriting guidelines, and eligibility requirements.
• Updates policy information as needed and requests exceptions from underwriting.
• Sends binders of insurance for producers/LIAs.
• Processes third-party mortgagee changes and sends declaration pages to lenders upon request.
• Handles change requests from LIAs and contacts underwriting for exceptions, collects and sends required documents, and asks for extensions.
• Contacts underwriting for exceptions, collects and sends required documents to the insured.
• Manages client email requests, processes changes, gathers information for quotes, provides advice on insurance products and services, submits claims, advises on the claims process, and assists with policy maintenance.
• Sends binders of insurance for producers/LIAs.
• Sends cancellations and processes cancellation requests from Advisors, LIAs, SAMs, and Processors.
• Utilizes DocuSign to assist with sending and receiving signatures for insurance applications and cancellations.
• Researches and resolves billing questions and discrepancies, asks for exceptions and extensions from companies as needed.
• Maintains appropriate levels of continuing education credits as required by state and license guidelines.
• Upholds agency guidelines, processes, and procedures in accordance with GreenState Insurance expectations.
• Attends community, industry, and GreenState Insurance/Credit Union events.
• Performs additional assigned duties as necessary.

Requirements/Expectations

• 0-2 years of similar or related experience; insurance experience is preferred.
• High school diploma or equivalent (GED).
• Property and Casualty Insurance license is required for the position and must be obtained within 30 days of hire date.
• Punctual attendance, works all scheduled hours, and works overtime as necessary.
• Self-directed nature, ability to work independently, and follow directions.
• Able to work in a high-pressure, fast-paced environment with significant telephone and personal disruption.
• Proficient in using personal computers, calculators, agency automation systems, and various software programs.
• Able to coordinate and prioritize large, detailed project requirements and schedules.
• Strong analytical skills with excellent verbal, written, and interpersonal communication abilities.
• Quickly makes judgments in various situations without much guidance.
• Must be bondable.

Culture

GreenState's culture is centered around creating lasting value for members, communities, and each other. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. Our workplace fosters an engaging, diverse, and inclusive environment where everyone feels valued, their work matters, and their commitment to our values drives our mission.

Pay and Benefits

The pay range for this hourly position is $20.97 - $24.52/hr, with a progressive benefits package.