Insurance Services Associate Polish National Credit Union stands strong
as a full-service, member-owned credit union, offering a complete line
of personal and business banking products and services. Since our
inception in 1921, Polish National has grown to meet the needs of our
communities. We proudly support the community through non-profit and
educational initiatives. An important aspect of all positions at the
credit union is to fulfill our mission \"To Grow Lasting Relationships
to Improve People\'s Lives.\" We are currently seeking a self-motivated,
energetic individual to join our team as an Insurance Services
Associate. The ideal candidate will have strong interpersonal and
communication skills, eager to make an impact with a strong work ethic.
Proficiency in MS Excel, Word, and Outlook is required.
Responsibilities: Responsible for creating an exceptional member service
experience to our members and assisting all agency staff. Will manage
account documentation and follow-ups to ensure our members needs are
met. Service all aspects of customer accounts (policy changes, binder
preparation, billing questions, coverage inquiries) Support Producer
through new business acquisition process Maintain existing book of
business through renewal review process. Handle correspondence with
insurers, insureds, & co-workers in a timely manner Handling
inbound/outbound calls and answering questions from members regarding
their automobile, home, recreational vehicle, motorcycle, landlord
insurance, and umbrella coverage. Quoting and preparing automobile,
home, recreational vehicle, motorcycle, landlord insurance, and umbrella
coverage. Handling annual reviews of existing customers, verifying
information on policy is correct, cross-selling of additional insurance
products and PNCU products. Assisting clients in processing claims.
Handle day-to-day operations, endorsements, claims, payments. Work with
the agency management system to record daily deposits and handle
download of new business and endorsements. Calculating and quoting
premium rates for specific policies. Anticipating future needs and
calling on established clients to renew and upgrade accounts. Developing
long-term relationships. Cross sells PNCU products (referrals) to
members and potential members, as well as have a basic understanding of
the products and services the credit union has to offer. Collaborate
with management teams to stay updated on new products, services, and
policies. Record customer information within our customer service
database Qualifications: High school diploma or equivalent Strong
interpersonal and communication skills Superior organizational, and
problem-solving skills Self-directed motivations, innovation, and
accuracy within tasks assigned Results-oriented and able to prioritize
multiple tasks Proficient knowledge of Microsoft Office Excellent verbal
and written communication skills Strong attention to detail Preferred -
ability to communicate fluently in both Spanish and English (verbal &
written) Benefits: Polish National Credit Union offers an attractive
compensation and benefits package, including health, dental, vision,
flexible spending accounts, generous 401(k) with employer match, student
loan repayment program, and tuition assistance. Equal Opportunity
Employer Our Credit Union is an equal opportunity employer. All
applicants will be considered regardless of race, color, creed,
religion, sex, sexual orientation, national origin, age, marital or
veteran status; medical condition, disability; genetic information, or
any other legally protected status. Equal access to the hiring process,
services, and employment is available to all persons.