Credit Union:

iQ Credit Union

Region:

Vancouver, WA

Type:

Staff

Closing:

8/31/2021

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Job Description:

Essential Duties:

  • Assist in the compilation of client reports.
  • Perform administrative tasks such as processing applications, payments, and policies changes.
  • Update and maintain client databases referral systems.
  • Answer phones and greet members/clients in a friendly, professional manner.
  • Schedule appointments and follow up with current and prospective clients.
  • Provide account reviews as directed by an Insurance Sales Representative.
  • Service existing client accounts, as needed, including written and verbal communication.
  • Perform routine follow up functions with insurance companies.
  • Generate monthly reports for employee referrals and branch activity.
  • Maintain operations by staying informed of and following policies and procedures.  Recommend changes as appropriate.
  • Re-shop accounts at discretion of Insurance Sales Representative.
  • Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations.
  • Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.

Knowledge and Skills:

Experience: One year to three years of similar or related experience in an insurance agency or for an insurance company.

Education: 1.) A two-year college degree, or 2.) Completion of a specialized course of study at a business or trade school, or 3.) Completion of a specialized and extensive in-house training or apprenticeship program. 

Licensure: Must possess a Washington State Property & Casualty Agents License.