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Alaska USA Federal Credit Union Personal Insurance Account Manager I in Tacoma, Washington

Reports To: Varies by location

Primary Functions: Responsible for the support and service of AUIB customers

Duties and Responsibilities:

  • Perform customer service functions necessary to support clients to include policy changes, new business, claims and addressing billing issues.

  • Utilize multiple insurance carriers with a comprehensive understanding of their guidelines and products.

  • Educate customers on policy coverage to enable informed decisions.

  • Develop trusted relationships with clients through creative problem solving.

  • Perform review of customer accounts to address any coverage needs.

  • Cross-sell additional products offered by the Insurance Agency or the Credit Union.

  • Perform other duties as assigned.

Education: Highschool graduate or equivalent. Must possess Property/Casualty license.

Creditable Experience in Lieu of Education: Not Applicable

Experience/Skills: Proficient with technology including Microsoft Office Products and interactive phone system. Knowledge of agency management systems, particularly AMS 360. Possess strong sales, customer service and organizational skills. Ability to work independently with minimum supervision and as a team participant.

Tenure: Personal Insurance Account Manager I requires six months as a Personal Insurance Customer Service Representative or one year in a related position within the insurance industry. Enrollment in an insurance program, CISR, CIC or other, is preferred. Must have a demonstrated understanding of Agency activities and have mastered assigned duties.

Equal Opportunity Employer

ID: 2022-5402

External Company Name: Alaska USA Federal Credit Union

External Company URL: https://www.alaskausa.org

Street: Tacoma Fin Cntr

Minimum Salary Grade: Category 12: depending on experience

Work Hours (Please use following format: Monday – Friday: 8:00 am – 5:30 pm) (Text Only): Monday - Friday: 8:00 am - 5:00 pm

Regular Schedule is five 8 hour days: Yes

Additional Schedule Differential: None

FLSA Status: Non-Exempt

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