Insurance Administrator

Responsibilities

• Customer Service:
• Provide exceptional customer service to all internal and external customers.
• Call Members referred to the insurance agency by branch, Member Service Center, or other referrals.
• Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.
• Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.
• Make and receive calls from customers to complete worksheets to facilitate insurance quotes and product claims.
• Offer and educate Members of Ancillary products.
• Administrative:
• Request necessary paperwork that is not received from customers or Insurance Department team members.
• Work with credit life and disability, payment protection, GAP & MBP insurance carriers to process claims.
• Assemble and record paperwork for insurance sales as needed.
• Organize and complete both customer and insurance company inquiries.
• Update reports on a frequent basis.
• Work with Account Manager(s) to process documents for insurance sales and renewals.
• Work with Members to deliver quotes, bind coverage and service policies as requested.
• Follow up with Members to obtain additional information to provide accurate quote.
• Complete daily, weekly, and monthly lead and sales tracking reports.
• Research and solve member problems and complaints in an accurate and timely manner.
• Update database of customer information.
• Aid Insurance department team members in achieving sales and service goals.
• Perform all functions in a security conscientious manner.
• Establish systems to facilitate insurance transactions more efficiently.
• Monitor the response time of insurance quotes, sales, and service response.
• Other Functions:
• Implement new CUSO/Credit Union related products and services with other team members of RCU Insurance Services.
• Provide feedback on marketing efforts.
• Visit branches/departments to promote insurance agency.
• Join us and discover why you'll love working at Redwood Credit Union!
• ABOUT REDWOOD CREDIT UNION (RCU):
• Why work for Redwood Credit Union?
• 25th largest credit union in the U.S. and the largest financial institution based in the North Bay
• Recognized by Newsweek as one of "America's Best Credit Unions 2026"
• Awarded a 5-Star Bauer Rating
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
• Top Corporate Philanthropists (#24) - San Francisco Business Times
• Voted Best Places to Work in the North Bay 20 years in a row
• World-class Employee Engagement scores
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Industry leading Net Promoter Scores across the U.S.
• The ideal candidate has a combination of education and experience equivalent to a high school diploma with a minimum of one year of clerical and customer contact experience with a Credit Union, bank, or Insurance Agency.
• Compensation: Base starting range: $27.00 to $35.00 hourly commensurate with experience.
• Redwood Credit Union offers a robust benefits package to our eligible employees including:
• Competitive medical, dental, and vision insurance, mental health offerings
• Employee performance incentive plan
• Salary Advancement- Merit increase based on performance
• 401(k) program with employer match
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
• RCU Discounts and Perks:
• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigra

Requirements

• Knowledge of financial and insurance products and services.
• Skill in the operation of a PC with the use of word processing and spreadsheet software, and modern office equipment.
• Excellent service skills.
• Ability to communicate effectively both verbally and in writing.
• Ability to effectively work on the telephone to obtain insurance information.
• Ability to complete detailed paperwork and collect documents necessary to complete insurance transactions.
• Ability to coordinate a variety of activities simultaneously and prioritize work.
• Ability and desire to work in a team environment.
• Ability to analyze situations and recommend workable solutions for customers.
• Ability to establish and maintain effective working relationships with a diverse group of people.
• Ability to manage time efficiently and follow-through on tasks.
• Ability to work weekends.

Additional Information

Redwood Credit Union is looking for an Insurance Administrator, who will perform a wide variety of semi-routine duties to assist Members in the sales and service of ancillary products.

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