Full-time Insurance Processor

Company: Goldenwest Credit Union
Location: Sandy
Posted on: February 15, 2019

Job Description:

Job Summary In this position you will provide service to members changing personal lines insurance needs and actively assist personal lines insurance agent(s). You will review and manage data for both new business and existing policy changes, perform necessary rating and coding for quotes, new business, renewals and policy changes, handle agent and policy holder correspondence, maintain accurate reporting and offer overall support to all areas of personal lines insurance processing to enhance the Goldenwest Credit Union Insurance Agency Reputation. Location 7926 South 1300 East Sandy, Utah 84094 Schedule Availability Monday through Friday 8:30 a.m. - 5:30 p.m. Essential Duties & Responsibilities To be effective in this position an individual must be able to perform each job duty successfully. --- Provide excellent service to members and potential members --- Recognize member needs and cross-sell products and services --- Represent the Credit Union in a professional manner, both in dress and in action --- Accurately and efficiently process transactions in accordance with established policies and procedures --- Actively participate and complete product knowledge courses --- Follow-up on referrals --- Comply with all regulations as required by law --- Perform other duties as assigned Knowledge, Skills & Abilities The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals to perform the essential job functions. Experience 1-2 years of insurance processing experience. Education High School diploma or equivalent Licenses, Certifications & Training Prior personal lines experience and property and casualty license preferred. Other Skills & Abilities Strong working knowledge of Microsoft Applications - especially Excel; adept at analyzing financial and personal data; ability to prioritize multiple requests in a fast-paced environment with impeccable attention-to-detail and accuracy; ability to exercise substantial judgment and discretion in non-routine matters; ability to prioritize and manage workflow to maximize productivity; ability to handle proprietary and confidential material appropriately, effective verbal & written communication skills, professional and well groomed, positive attitude and willingness to promote credit union products and services. Physical Abilities & Working Conditions Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently. Ability to stand, walk, kneel and crouch occasionally. Close vision as clear vision at 20 inches or less, and distance vision as clear vision at 20 feet or more. Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally. Moderate noise such as business office with computers and printers, and light traffic.

Keywords: Goldenwest Credit Union, Salt Lake City , Full-time Insurance Processor, Other , Sandy, Utah