Spanish Bilingual Junior Licensed Insurance Representative

Summary: GreenState Credit Union is committed to creating lasting value for its members and communities. They are seeking a Spanish Bilingual Junior Licensed Insurance Representative to provide professional service to members, support policy retention, and assist with inquiries regarding insurance products and services. Responsibilities: - Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision - Demonstrates a positive member service (internal and external) focus at all times - Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities - Ensures confidentiality of member information - Supports a diverse and inclusive work environment - Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements - Updates policy information as needed and requests exceptions, if necessary, from underwriting - Sends binders of insurance for the Producers/LIA’s - Processes third party mortgagee changes and send declaration pages to mortgagee lenders upon request - Processes change requests sent by LIA’s and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions - Contacts underwriting if necessary for exceptions, collects and sends any required documents to the insured - Handles client email requests - process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process, calls out as needed to discuss policies - Sends binders of insurance for the Producers/LIA’s - Sends cancellations and processes cancellation requests sent by Advisors, LIA’s, SAM’s, and Processors - Utilizes DocuSign to assist with sending and receiving signatures for insurance applications and cancellations - Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed - Maintains appropriate level of continuing education credits as applicable by state and license guidelines - Upholds agency guidelines, processes, and procedures in accordance with GreenState Insurances expectations - Attends community, industry, and GreenState Insurance/Credit Union events - Performs additional assigned duties, as necessary Required Qualifications: - 0-2 years of similar or related experience; insurance experience is preferred - High school diploma or the equivalent (i.e. GED) - Property and Casualty Insurance license is required for the position. Must obtain within 30 days of hire date - Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand - Self-directed nature, ability to work independent of supervision, and ability to follow directions - Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption - Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs - Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time - Strong analytical skills with excellent verbal, written and interpersonal communication skills - Must be able to use knowledge and analytical skills to make quick judgements in various situations without much guidance - Must be bondable Required Skills: Property, Casualty License Important Skills: Insurance knowledge, Agency management system, Analytical skills Nice-to-Have Skills: Self-directed, Customer service focus, Bilingual (Spanish), Time management, Interpersonal communication, Teamwork Benefits: Progressive benefits package