Insurance Protection Representative II

Provides World-Class Personal Service to Members seeking information on protection products offered through SchoolsFirst Federal Credit Union. Responsible for maintaining and updating existing policies in order to provide the most favorable coverage, cost, and terms for protection products. Responsible for retaining and servicing existing policies.

- Responds to Member inquiries regarding policy coverage, limitations and claim processing procedures.

- Reviews policies sold for compliance with applicable regulations. Maintains appropriate California Department of Insurance license(s) required to issue and service protection products available through SchoolsFirst Federal Credit Union.

- Schedules and support protection products training sessions for SchoolsFirst FCU frontline teammembers.

- Provides technical and operational assistance to frontline teammember on all protection products and procedures.

- Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.

- Processes changes, including coverage changes on Member policies. Responsible for following up with vendors to ensure changes are processed accurately.

- Performs other duties as assigned

- Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.

- High School Diploma or GED required

- 1-3 years of prior related experience required

- Personal Lines Insurance License Or Property & Casualty Insurance License required

- Background in administering non-deposit insurance related products.

- Knowledge of consumer related insurance.

- Knowledge of Accidental Death & Dismemberment protection, Debt Cancellation, Credit Insurance, Mechanical Breakdown Protection, GAP and other related protection products Preferred

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.