Insurance Administrator

Redwood Credit Union; Santa Rosa (CA); On-site; USD 37,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) program

Paid holidays

Competitive PTO

Job summary

Redwood Credit Union is seeking an Insurance Administrator to support members with the sale and service of ancillary products. The role includes handling inquiries, processing paperwork, coordinating with carriers, and delivering quotes and coverage while maintaining accurate records.

The ideal candidate will have knowledge of financial and insurance products, strong communication skills, and the ability to work in a fast-paced environment.

Qualifications

• High school diploma or equivalent and basic clerical/customer contact experience.
• Knowledge of financial and insurance products is essential.
• Active Property & Casualty Insurance license is required; Life/Health license is a plus.

Responsibilities

• Assist Members in sales and service of ancillary insurance products.
• Provide exceptional customer service to internal and external customers.
• Coordinate insurance documents, quotes, and claims with carriers and team members.
• Process invoices, renewals, and insurance transactions accurately and timely.
• Promote insurance products and deliver quotes, bind coverage, and service policies as requested.

Skills

Financial products knowledge

Customer service

Communication

Telephone handling

Time management

Teamwork

Problem solving

Attention to detail

Weekend availability

Education

High school diploma

Tools

Word processing

Spreadsheet software

Office equipment

Job description

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?

• 25th 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 Bay20 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.

Minimum Qualification: Knowledge, Skills and Abilities

• Knowledge of financial and insurance products and services.
• Skill in the operation of a PC with the use of word processing and spreadsheet software, and modern office equipment.
• Excellent service skills.
• Ability to communicate effectively both verbally and in writing.
• Ability to effectively work on the telephone to obtain insurance information.
• Ability to complete detailed paperwork and collect documents necessary to complete insurance transactions.
• Ability to coordinate a variety of activities simultaneously and prioritize work.
• Ability and desire to work in a team environment.
• Ability to analyze situations and recommend workable solutions for customers.
• Ability to establish and maintain effective working relationships with a diverse group of people.
• Ability to manage time efficiently and follow-through on tasks.
• Ability to work weekends.

Licenses and Certifications

• Must have an active Property & Casualty Insurance License.

• An active Life or Life/Health Insurance License is a plus.

The ideal candidate has a combination of education and experience equivalent to a high school diploma with a minimum of one year of clerical and customer contact experience with a Credit Union, bank, or Insurance Agency.

Compensation: Base starting range: $27.00 to $35.00 hourly commensurate with experience.

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Redwood Credit Union offers a robust benefits package to our eligible employees including:

• Competitive medical, dental, and vision insurance, mental health offerings
• Employee performance incentive plan
• Salary Advancement– Merit increase based on performance
• 401(k) program with employer match
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

RCU Discounts and Perks:

• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!

Physical Requirements:

• Ability to lift 20 pounds.
• Ability to bend, stoop, sit, walk, twist, and turn.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors with much of the time sitting at a desk.

Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.

We are an Equal Opportunity Employer