Insurance & Collateral Risk Coordinator

Exchange Bank; Santa Rosa (CA); On-site; USD 32,029 - 44,083; Full time

Job summary

A regional bank in Santa Rosa seeks an Insurance Coordinator to manage and coordinate insurance activities, verify coverage, and maintain compliance. Responsibilities include monitoring exception logs, liaising with clients and providers, and ensuring accurate records in the banking system. Candidates should possess at least 2 years of relevant experience and preferably a degree in Business or Finance. The hourly compensation ranges from $23.25 to $32.00, depending on experience.

Qualifications

• High school diploma or equivalent required; Associate's or Bachelor’s degree preferred.
• Minimum of 2 years of experience in insurance or banking.
• Proficiency with Microsoft Office, especially Excel.

Responsibilities

• Manage and coordinate all insurance-related activities.
• Verify coverage, track exceptions, and liaise with external carriers.
• Maintain accurate records in the bank's core system.

Skills

Data entry precision

Verbal communication

Written communication

Insurance discrepancies resolution

Education

High school diploma or equivalent

Associate's or Bachelor’s degree in Business, Finance, or related field

Tools

Microsoft Excel

Core banking systems or agency management systems (e.g., FIS)

Job description

A regional bank in Santa Rosa seeks an Insurance Coordinator to manage and coordinate insurance activities, verify coverage, and maintain compliance. Responsibilities include monitoring exception logs, liaising with clients and providers, and ensuring accurate records in the banking system. Candidates should possess at least 2 years of relevant experience and preferably a degree in Business or Finance. The hourly compensation ranges from $23.25 to $32.00, depending on experience.