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← Redwoodcu

Insurance Representative

Redwoodcu
Location
Napa, California
Posted
2 months ago
Department
RCU Insurance Services
Salary
$30.00 to $40.00
What they actually want (must-haves)
  • Eager to build relationships and follow up on warm insurance sales leads
  • Experience in sales and customer service at a financial institution, Credit Union, or insurance agency
  • Ability to provide exceptional customer service to internal and external customers
  • Experience with quoting and binding new insurance policies
  • Strong problem-solving skills and ability to address coverage questions
  • Familiarity with maintaining client files and using an AMS for processing transactions
What the job really is

The Insurance Representative at Redwood Credit Union will focus on providing inside sales support and service to members and insured clients primarily through phone, email, and virtual interactions. Daily tasks include following up on leads, addressing coverage issues, managing policy endorsements, and ensuring exceptional customer service while maintaining accurate client records and facilitating insurance transactions.

Benefits
  • 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
  • Competitive PTO accrual plus 11 paid company holidays and your birthday off!
  • RCU employees are eligible for discounts on loans and other financial products
Things to weigh
  • No mention of remote work flexibility or hybrid options
  • Base salary range provided, but no specific details on total compensation package beyond benefits
  • Physical requirements include the ability to lift up to 20 pounds and travel to offsite locations, which may not suit all candidates
Job score3.6/5
Benefits4/5
Freshness1/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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