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Open nowPosted 28 days ago

Insurance Administrator

redwoodcu24 open roles

Where
Santa Rosa, California
Work mode
On site
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Your applicationOpen nowInsurance Administratorredwoodcu · Santa Rosa, California
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The clock on this job

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  2. 3.4%3 days
  3. 7.8%7 days
  4. 14.3%14 days
  5. 33.7%30 days
This job: posted 28 days ago

The posting

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.

Key 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):

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.

Why work for Redwood Credit Union?

• 21st 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 2026"

• Top Corporate Philanthropists (#24) - San Francisco Business Times

• Voted Best Places to Work in the North Bay 21 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.

Minimum Qualification: Knowledge, Skills and Abilities

  • 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.

Licenses and Certifications

  • Must have an active Property & Casualty Insurance License.
  • An active Life or Life/Health Insurance License is a plus.

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.

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

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 immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.

• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.

• 0% interest on garment, fitness, or home office equipment loan of up to $500

• 100% financing for employee purchased homes!

Physical Requirements:

• Ability to lift 20 pounds.

• Ability to bend, stoop, sit, walk, twist, and turn.

• Ability to use a computer keyboard and calculator.

• Work environment is indoors with much of the time sitting at a desk.

*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.

Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.

We are an Equal Opportunity Employer

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