Insurance Administrator

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? •  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. 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