Insurance Services Coordinator

Location: 1400 Yanceyville Street Greensboro, NC 27405

Job Grade: 9

primary functions:

Provide administrative support for Insurance Services department and customer service assistance for Insured Members. Maintain strong member relationships through onboarding of new clients and assisting with all service-related issues.

responsibilities:

• Exhibit knowledge of all property and casualty insurance products and processes. Maintain or have the ability to acquire required insurance licenses.

• Exhibit a thorough knowledge of the credit union's products and services.

• Provide all administrative support for the Insurance Services Department.

• Prepare and distribute all new client packets and documents. Ensure executed documents have been received and placed in our AMS, and uploaded to carrier websites, when required.

• As needed, make appropriate recommendations for credit union products and services to meet member needs.

• Responsible for assisting members with premium payments and personal data updates.

• Prepare insurance quotes as needed to support Insurance Services Producers.

• Always deliver superior member service that is consistent with credit union philosophy and commitment to provide members with value and total peace of mind regarding insurance products.

• Develop long-term relationships with members and assist policyholders with claims process in the event of a loss.

• Manage time effectively to meet/exceed established administrative requirements. Prepare activity reports weekly/monthly.

• Assure the highest standards for member satisfaction through the timely resolution of member service issues, complaints, and problems.

• Contribute to efficient credit union operations by performing other related duties as assigned.

• Comply with all Federal regulations, Credit Union policies and procedures, including Bank Secrecy and the USA Patriot Act.

• Perform job duties in accordance with the Credit Union's values, mission, and vision.

• Perform other various duties as assigned.

minimum requirements:

• High School diploma or equivalent.

• 2 years of work experience in financial services industry preferred.

• Current Property & Casualty Insurance license, or ability to acquire insurance licenses within six (6) months.

• Must be able to attain additional insurance licenses required in all 50 states for selling and/or servicing our products.

• Strong interpersonal, organizational and sales skills.

• Self-starter with a demonstrable record in establishing new business and in achieving annual goals.

• Present a positive and professional image through courteous and effective verbal and written communications.

• Strong PC skills including Word and Excel applications.

• Strong written and verbal communication skills.