About the role
Redwood Credit Union is looking for an Insurance Administrator, who will perform a wide variety of semi-routine duties to assist Members in the sales and service of ancillary products. Key Responsibilities Customer Service: • Provide exceptional customer service to all internal and external customers. • Call Members referred to the insurance agency by branch, Member Service Center, or other referrals. • Make and receive calls from customers assisting them with their questions and resolving problems as appropriate. • Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed. • Make and receive calls from customers to complete worksheets to facilitate insurance quotes and product claims. • Offer and educate Members of Ancillary products. Administrative: • Request necessary paperwork that is not received from customers or Insurance Department team members. • Work with credit life and disability, payment protection, GAP & MBP insurance carriers to process claims. • Assemble and record paperwork for insurance sales as needed. • Organize and complete both customer and insurance company inquiries. • Update reports on a frequent basis. • Work with Account Manager(s) to process documents for insurance sales and renewals. • Work with Members to deliver quotes, bind coverage and service policies as requested. • Follow up with Members to obtain additional information to provide accurate quote. • Complete daily, weekly, and monthly lead and sales tracking reports. • Research and solve member problems and complaints in an accurate and timely manner. • Update database of customer information. • Aid Insurance department team members in achieving sales and service goals. • Perform all functions in a security conscientious manner. • Establish systems to facilitate insurance transactions more efficiently. • Monitor the response time of insurance quotes, sales, and service response. Other Functions: • Implement new CUSO/Credit Union related products and services with other team members of RCU Insurance Services. • Provide feedback on marketing efforts. • Visit branches/departments to promote insurance agency. Join us and discover why you'll love working at Redwood Credit Union! ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union? • 21st largest credit union in the U.S. and the largest financial institution based in the North Bay • Recognized by Newsweek as one of "America's Best Credit Unions 2026" • Awarded a 5-Star Bauer Rating • Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026" • Top Corporate Philanthropists (#24) - San Francisco Business Times • Voted Best Places to Work in the North Bay 21 years in a row • World-class Employee Engagement scores • Rated Superior in Service by more than 90% of Members, surveyed by SF Gate • Industry leading Net Promoter Scores across the U.S.