Client Services & Insurance Advisor

Rize Credit Union; Las Vegas (NV); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Competitive pay

Benefits

Licensing support

Collaborative culture

Career growth

Exposure to operations and sales

Job summary

Rize Insurance Solutions, a division of Rize Credit Union, is seeking a Client Services & Insurance Specialist in Nevada to support members through the insurance lifecycle, from quotes to policy servicing and renewals. You will work closely with members, carriers, and internal partners to create a seamless customer experience.

You will join a relationship-focused team and benefit from licensing support, professional development, and competitive compensation.

Qualifications

• 1-3 years of experience in customer service, insurance, financial services, banking, or administrative support.
• Strong communication, relationship-building, and problem-solving skills.
• Excellent organizational skills with strong attention to detail.
• Ability to manage multiple priorities while maintaining a high level of service and accuracy.
• Comfort using CRM systems, Microsoft 365 applications, and other technology tools.
• Insurance agency, credit union, or financial institution experience preferred.
• Active insurance license a plus, or willingness to obtain one.
• Bilingual English/Spanish skills are highly desirable.

Responsibilities

• Providing exceptional service and support to members through phone, email, and in-person interactions
• Assisting with insurance quotes, applications, policy servicing, renewals, and follow-up activities
• Building and maintaining strong relationships with members to support retention and long-term satisfaction
• Identifying opportunities to connect members with additional insurance products and services that meet their needs
• Managing referrals from credit union team members and business partners
• Maintaining accurate records and workflow activity within CRM and agency management systems
• Coordinating with insurance carriers, vendors, and internal departments to resolve issues and facilitate member needs
• Supporting member education, branch visits, workshops, and promotional events that contribute to agency growth
• Leveraging technology and process improvements to enhance operational efficiency and member experience

Skills

Customer service

Insurance

Financial services

Banking

CRM systems

Microsoft 365

Bilingual English/Spanish

Tools

CRM systems

Microsoft 365

Job description

Rize Insurance Solutions, a division of Rize Credit Union, is seeking a Client Services & Insurance Specialist in Nevada to support members through the insurance lifecycle, from quotes to policy servicing and renewals. You will work closely with members, carriers, and internal partners to create a seamless customer experience.

You will join a relationship-focused team and benefit from licensing support, professional development, and competitive compensation.