Junior Licensed Insurance Representative

Responsibilities

• Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
• Demonstrates a positive member service (internal and external) focus at all times.
• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
• Safeguards confidentiality of member information.
• Supports a diverse and inclusive work environment.
• Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements.
• Updates policy information as needed and requests exceptions, if necessary, from underwriting.
• Sends binders of insurance for the Producers/LIA’s.
• Sends cancellations and processes cancellation requests sent by Advisors, LIA’s, SAM’s, and Processors.
• Utilizes DocuSign to assist with sending and receiving signatures for insurance applications and cancellations.
• Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed.
• Maintains appropriate level of continuing education credits as applicable by state and license guidelines.
• Upholds agency guidelines, processes, and procedures in accordance with GreenState Insurances expectations.
• Attends community, industry, and GreenState Insurance/Credit Union events.
• Performs additional assigned duties, as necessary.

Qualifications

• 0-2 years of similar or related experience; insurance experience is preferred.
• High school diploma or the equivalent (i.e. GED).
• Property and Casualty Insurance license is required for the position. Must obtain within 30 days of hire date.

Pay & Benefits

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