Insurance Account Specialist I

Description

Join OceanAir Federal Credit Union as an Insurance Account Specialist I

Department: Insurance Services Reports To: AVP, Insurance Services Job Status: Non-Exempt

About Us:

At OceanAir Federal Credit Union, we believe in making waves for our community. We're committed to providing exceptional financial solutions, fostering deep personal connections, and ensuring our members receive the best possible service. We're on the lookout for a passionate and detail-oriented Insurance Account Specialist I to join our team and help us deliver on our promises.

Your Role:

As an Insurance Account Specialist I, you'll be the friendly face ensuring our members' insurance needs are met with care and precision. Here's a glimpse of what you'll be doing:

• Champion OceanAir Values:
   
  • Make It Right: Pledge to do the right thing for our credit union, members, and community.
     
  • Make It Easy: Provide easy financial solutions, efficient service, and simplified processes.
     
  • Make It Personal: Build and nurture deep, personal relationships with members, tailored to their needs.
     
• Handle Insurance Accounts: Maintain, update, and file insurance account records.
   
• Regulatory Reporting: Prepare and file statistical data reports with regulatory agencies.
   
• Quote & Sell Insurance Policies: Prepare quotes and sell insurance policies tailored to members' needs.
   
• Oversee Payments: Manage insurance payments and follow up on overdue accounts.
   
• Policy Management: Cancel, renew, and/or reinstate policies as needed.
   
• Additional Duties: Perform other duties as assigned to support the team.
   

Your Skills & Experience:

To thrive in this role, you should bring:

• Previous sales experience in life and personal lines insurance policies.
   
• Strong problem-solving and project management skills.
   
• Ability to work both independently and in a team environment.
   
• A good understanding of credit union operations and regulatory compliance.
   
• Excellent interpersonal skills for effective personnel administration.
   
• Proficiency in basic and advanced math functions.
   
• Strong written and verbal communication skills.
   
• Ability to prepare professional written correspondence and presentations.
   

Why Join OceanAir?

• Work Environment: Enjoy a well-lit, climate-controlled indoor office with moderate noise levels.
   
• Work Schedule: Standard 40-hour workweek with occasional meetings outside normal hours.
   
• Travel: Minimal overnight travel (up to 5%) by land and/or air.
   

If you're ready to dive into an exciting opportunity with OceanAir Federal Credit Union and make a meaningful impact, we'd love to hear from you!

Requirements

Qualifications:

• Education: High school diploma required.
   
• Experience: 1-3 years of sales experience in the financial industry, with a strong knowledge of investment and/or insurance products.
   
• Preferred but not required: Maintain valid life and personal lines license, commercial, and health licenses. 

• Must be willing to work some weekends.
   

Physical Requirements:

• Light physical activity performing clerical tasks.
   
• Consistent sitting with occasional standing and walking.
   
• Frequent use of hands for grasping and manual dexterity.
   

If you're ready to dive into an exciting opportunity with OceanAir Federal Credit Union and make a meaningful impact, we'd love to hear from you!